LPL Financial
CSHI icon

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

LPL Financial’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 		$34.1M Buy
685,494
+267,522
+64% +$13.3M 0.01% 1222
2026
Q1 		$20.8M Buy
417,972
+93,002
+29% +$4.62M 0.01% 1447
2025
Q4 		$16.2M Buy
324,970
+4,005
+1% +$199K ﹤0.01% 1548
2025
Q3 		$16M Sell
320,965
-93,964
-23% -$4.68M ﹤0.01% 1508
2025
Q2 		$20.6M Buy
414,929
+95,259
+30% +$4.73M 0.01% 1231
2025
Q1 		$15.9M Buy
319,670
+150,191
+89% +$7.48M 0.01% 1303
2024
Q4 		$8.44M Buy
169,479
+30,047
+22% +$1.5M ﹤0.01% 1663
2024
Q3 		$6.94M Sell
139,432
-67,188
-33% -$3.35M ﹤0.01% 1733
2024
Q2 		$10.3M Buy
206,620
+61,147
+42% +$3.05M 0.01% 1360
2024
Q1 		$7.24M Buy
145,473
+82,340
+130% +$4.11M ﹤0.01% 1535
2023
Q4 		$3.15M Buy
+63,133
New +$3.16M ﹤0.01% 2041

Other funds holding CSHI

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
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

LPL Financial's CSHI Position: Q2 2026 in Review

LPL Financial increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 64% in Q2 2026, buying an estimated $13.3M and bringing the position to 685,494 shares worth $34.1M. The position accounts for 0.01% of the portfolio, ranked #1222.

LPL Financial first reported a position in CSHI in Q4 2023 and has held it in 11 quarters since. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • LPL Financial held 685,494 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $34.1M as of Q2 2026.
  • LPL Financial bought 267,522 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $13.3M.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1222 holding.
  • LPL Financial first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q4 2023 and has held it in 11 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.