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CSHPiShares Dynamic Short-Term Active ETF

Get income2y track recordRanked #643 of 1,706 in this goal

Seeks total return, net of Fund expenses, in excess of the ICE BofA 3-Month U.S. Treasury Bill Index.

By iShares · Launched 2024

Annual Cost

0.20%

#967 of 6,040 · low cost

Fund Size

$193M

#2,489 of 6,040 · mid-size

Return (1Y)

+4.2%

Track Record

2 years

#3,609 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,422+4.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Region

Global

Strategy

Active selection

Index tracked

ICE BofA 3-Month US Treasury Bill Index

Holdings

By weight

Concentration

Top 10 holdings = 79.9% of fundconcentrated

United States Treasury
21.9%
United States Treasury
10.8%
United States Treasury
9.6%
United States Treasury
6.1%
United States Treasury
6.0%
BUONI ORDINARI DEL TES
5.1%
FRENCH DISCOUNT T-BILL
5.1%
SPAIN LETRAS DEL TESORO
5.1%
BILHETES DO TESOURO
5.1%
JAPAN TREASURY DISC BILL
5.1%

Asset allocation

Bonds
39.9%
Cash
37.2%
Stocks
23.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.5%Low

Year-on-year price swings

Max drawdown
-0.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Avg maturity

9.5 years

Credit ratings

US Government
67.0%
AAA
10.3%
AA
37.6%
A
35.0%
BBB
16.6%
BB
0.5%
B
0.1%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks total return, net of Fund expenses, in excess of the ICE BofA 3-Month U.S. Treasury Bill Index.
Strategy
Actively manages a portfolio primarily in global fixed income, equities, and currencies, investing in investment-grade fixed- and floating-rate bonds rated BBB- or higher. The Fund may also pursue an equity relative value strategy with net notional equity exposures below 5%, including common and preferred stocks of companies of any market capitalization.
Inception date
July 17, 2024
Fund family
iShares

Next steps

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Data updated on 2026-09-18