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

Global Retirement 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	$1.2M	Buy	+24,152	New	+$1.2M	0.02%	686
2025 Q4	$583K	Buy	11,724 +6,553	+127%	+$326K	0.01%	883
2025 Q3	$257K	Sell	5,171 -203	-4%	-$10.1K	0.01%	1056
2025 Q2	$267K	Buy	+5,374	New	+$267K	0.01%	957
2024 Q4	$292K	Buy	5,851 +506	+9%	+$25.2K	0.01%	809
2024 Q3	$266K	Buy	5,345 +60	+1%	+$2.99K	0.01%	815
2024 Q2	$263K	Sell	5,285 -119	-2%	-$5.93K	0.01%	797
2024 Q1	$269K	Buy	5,404 +461	+9%	+$23K	0.01%	693
2023 Q4	$247K	Buy	4,943 +96	+2%	+$4.8K	0.01%	678
2023 Q3	$242K	Buy	4,847 +296	+7%	+$14.8K	0.01%	605
2023 Q2	$228K	Buy	4,551 +545	+14%	+$27.3K	0.01%	645
2023 Q1	$201K	Buy	+4,006	New	+$201K	0.01%	664

Other funds holding CSHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 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

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Global Retirement Partners's CSHI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q2 2026: 24,152 shares worth $1.2M. The stake represents 0.02% of the portfolio and ranks #686 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CSHI as recently as Q4 2025.

Global Retirement Partners first reported a position in CSHI in Q1 2023 and has held it in 12 quarters since. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Global Retirement Partners held 24,152 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $1.2M as of Q2 2026.
NEOS Enhanced Income 1-3 Month T-Bill ETF was a new Global Retirement Partners position in Q2 2026.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #686 holding.
Global Retirement Partners first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q1 2023 and has held it in 12 quarters since.
127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.