BFC Planning, Inc.’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History
Bought
Maintained
Sold
Other funds holding CSHI
RPGK
MS
BFC Planning, Inc.'s CSHI Position: Q2 2026 in Review
BFC Planning, Inc. increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 5.5% in Q2 2026, buying an estimated $34.5K and bringing the position to 13,350 shares worth $665K. The position accounts for 0.03% of the portfolio, ranked #512.
BFC Planning, Inc. first reported a position in CSHI in Q3 2025 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.
- BFC Planning, Inc. held 13,350 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $665K as of Q2 2026.
- BFC Planning, Inc. bought 693 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $34.5K.
- NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #512 holding.
- BFC Planning, Inc. first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q3 2025 and has held it in 4 quarters since.
- 129 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.
Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.