Independent Financial Group’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Independent Financial Group’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 Q3	$6.45M	Sell	129,763 -6,431	-5%	-$320K	0.12%	167
2026 Q2	$6.78M	Buy	136,194 +3,274	+2%	+$163K	0.13%	153
2026 Q1	$6.62M	Buy	132,920 +110,549	+494%	+$5.49M	0.15%	142
2025 Q4	$1.11M	Buy	22,371 +14,564	+187%	+$725K	0.02%	579
2025 Q3	$388K	Sell	7,807 -406	-5%	-$20.2K	0.01%	964
2025 Q2	$408K	Sell	8,213 -10,820	-57%	-$537K	0.01%	868
2025 Q1	$945K	Sell	19,033 -2,467	-11%	-$123K	0.03%	494
2024 Q4	$1.07M	Buy	+21,500	New	+$1.07M	0.04%	461

Other funds holding CSHI

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Independent Financial Group's CSHI Position: Q3 2026 in Review

Independent Financial Group reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 4.7% in Q3 2026, selling an estimated $320K and leaving 129,763 shares worth $6.45M. The position accounts for 0.12% of the portfolio, ranked #167.

Independent Financial Group first reported a position in CSHI in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.78M in Q2 2026. 15 funds tracked by Wall St. Rank hold CSHI as of Q3 2026.

Independent Financial Group held 129,763 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $6.45M as of Q3 2026.
Independent Financial Group sold 6,431 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $320K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.12% of Independent Financial Group's portfolio in Q3 2026, its #167 holding.
Independent Financial Group first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q4 2024 and has held it in 8 quarters since.
Independent Financial Group's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $6.78M in Q2 2026.
15 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.