IWA
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Independent Wealth Advisors’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Independent Wealth Advisors’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 		$5.26M Sell
105,650
-22,593
-18% -$1.13M 4.76% 5
2026
Q1 		$6.38M Buy
128,243
+39,017
+44% +$1.94M 6.27% 2
2025
Q4 		$4.44M Buy
+89,226
New +$4.44M 4.63% 6

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 Wealth Advisors's CSHI Position: Q2 2026 in Review

Independent Wealth Advisors reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 18% in Q2 2026, selling an estimated $1.13M and leaving 105,650 shares worth $5.26M. The position accounts for 4.76% of the portfolio, ranked #5.

Independent Wealth Advisors first reported a position in CSHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.38M in Q1 2026. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Independent Wealth Advisors held 105,650 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $5.26M as of Q2 2026.
  • Independent Wealth Advisors sold 22,593 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.13M.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 4.76% of Independent Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Independent Wealth Advisors first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q4 2025 and has held it in 3 quarters since.
  • Independent Wealth Advisors's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $6.38M in Q1 2026.
  • 127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.