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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
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
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
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Independent Financial Group's CSHI Position: Q2 2026 in Review

Independent Financial Group increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 2.5% in Q2 2026, buying an estimated $163K and bringing the position to 136,194 shares worth $6.78M. The position accounts for 0.13% of the portfolio, ranked #153.

Independent Financial Group first reported a position in CSHI in Q4 2024 and has held it in 7 quarters since. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Independent Financial Group held 136,194 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $6.78M as of Q2 2026.
  • Independent Financial Group bought 3,274 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $163K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.13% of Independent Financial Group's portfolio in Q2 2026, its #153 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 7 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.