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Legacy Wealth Management (Idaho)’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-298
Closed -$14.8K – 356
2026
Q1 		$14.8K Buy
298
+278
+1,390% +$13.8K 0.01% 424
2025
Q4 		$995 Sell
20
-38
-66% -$1.89K ﹤0.01% 750
2025
Q3 		$2.88K Buy
58
+56
+2,800% +$2.79K ﹤0.01% 501
2025
Q2 		$100 Sell
2
-39
-95% -$1.94K ﹤0.01% 738
2025
Q1 		$2.04K Sell
41
-84
-67% -$4.18K ﹤0.01% 534
2024
Q4 		$6.23K Sell
125
-58
-32% -$2.89K ﹤0.01% 354
2024
Q3 		$9.14K Buy
+183
New +$9.12K 0.01% 327

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

Legacy Wealth Management (Idaho)'s CSHI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q2 2026, closing a stake of 298 shares — an estimated $14.8K sold.

Legacy Wealth Management (Idaho) first reported a position in CSHI in Q3 2024 and held it in 7 quarters. The position peaked at $14.8K in Q1 2026. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 298 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $14.8K.
  • Legacy Wealth Management (Idaho) first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $14.8K 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 Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.