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

IHT Wealth Management’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 Q1	–	Sell	-4,500	Closed	-$224K	–	1273
2025 Q4	$224K	Sell	4,500 -500	-10%	-$24.9K	0.01%	1081
2025 Q3	$249K	Hold	5,000	–	–	0.01%	1023
2025 Q2	$249K	Sell	5,000 -101	-2%	-$5.02K	0.01%	977
2025 Q1	$253K	Buy	+5,101	New	+$254K	0.01%	926
2024 Q4	–	Sell	-5,700	Closed	-$284K	–	1098
2024 Q3	$284K	Sell	5,700 -300	-5%	-$15K	0.01%	932
2024 Q2	$299K	Buy	+6,000	New	+$299K	0.01%	801

Other funds holding CSHI

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return

Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

IHT Wealth Management's CSHI Position: Q1 2026 in Review

IHT Wealth Management sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q1 2026, closing a stake of 4,500 shares — an estimated $224K sold.

IHT Wealth Management first reported a position in CSHI in Q2 2024 and held it in 6 quarters. The position peaked at $299K in Q2 2024. 116 funds tracked by Wall St. Rank hold CSHI as of Q1 2026.

IHT Wealth Management reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
IHT Wealth Management sold 4,500 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $224K.
IHT Wealth Management first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q2 2024 and held it in 6 quarters.
IHT Wealth Management's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $299K in Q2 2024.
116 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.