GI
CSHI icon

Gradient Investments’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Gradient Investments’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 		$28.2M Buy
565,301
+54,911
+11% +$2.73M 0.39% 76
2026
Q1 		$25.4M Buy
510,390
+28,872
+6% +$1.43M 0.39% 75
2025
Q4 		$23.9M Buy
481,518
+19,020
+4% +$947K 0.38% 83
2025
Q3 		$23M Buy
462,498
+32,837
+8% +$1.63M 0.38% 83
2025
Q2 		$21.4M Sell
429,661
-2,924
-0.7% -$145K 0.39% 88
2025
Q1 		$21.5M Sell
432,585
-96,672
-18% -$4.82M 0.43% 76
2024
Q4 		$26.4M Buy
529,257
+122,774
+30% +$6.13M 0.53% 58
2024
Q3 		$20.2M Buy
406,483
+6,298
+2% +$314K 0.42% 71
2024
Q2 		$19.9M Buy
400,185
+331,593
+483% +$16.5M 0.45% 69
2024
Q1 		$3.42M Sell
68,592
-3,203
-4% -$160K 0.08% 161
2023
Q4 		$3.58M Buy
+71,795
New +$3.59M 0.09% 158

Other funds holding CSHI

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
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Gradient Investments's CSHI Position: Q2 2026 in Review

Gradient Investments increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 11% in Q2 2026, buying an estimated $2.73M and bringing the position to 565,301 shares worth $28.2M. The position accounts for 0.39% of the portfolio, ranked #76.

Gradient Investments first reported a position in CSHI in Q4 2023 and has held it in 11 quarters since. 35 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Gradient Investments held 565,301 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $28.2M as of Q2 2026.
  • Gradient Investments bought 54,911 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.73M.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.39% of Gradient Investments's portfolio in Q2 2026, its #76 holding.
  • Gradient Investments first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q4 2023 and has held it in 11 quarters since.
  • 35 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.