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Balboa Wealth Partners’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Balboa Wealth Partners’s Portfolio CSHI Stock Details CSHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.08M Buy
21,755
+6,744
+45% +$336K 0.15% 117
2026
Q1 		$747K Buy
+15,011
New +$746K 0.13% 138

Other funds holding CSHI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Balboa Wealth Partners's CSHI Position: Q2 2026 in Review

Balboa Wealth Partners increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 45% in Q2 2026, buying an estimated $336K and bringing the position to 21,755 shares worth $1.08M. The position accounts for 0.15% of the portfolio, ranked #117.

Balboa Wealth Partners first reported a position in CSHI in Q1 2026 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Balboa Wealth Partners held 21,755 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $1.08M as of Q2 2026.
  • Balboa Wealth Partners bought 6,744 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $336K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.15% of Balboa Wealth Partners's portfolio in Q2 2026, its #117 holding.
  • Balboa Wealth Partners first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q1 2026 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.