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Mason & Associates (California)’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Mason & Associates (California)’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 		$1M Sell
20,146
-9,706
-33% -$483K 0.16% 68
2026
Q1 		$1.48M Sell
29,852
-5,578
-16% -$277K 0.29% 50
2025
Q4 		$1.76M Buy
+35,430
New +$1.76M 0.33% 46

Other funds holding CSHI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
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
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Mason & Associates (California)'s CSHI Position: Q2 2026 in Review

Mason & Associates (California) reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 33% in Q2 2026, selling an estimated $483K and leaving 20,146 shares worth $1M. The position accounts for 0.16% of the portfolio, ranked #68.

Mason & Associates (California) first reported a position in CSHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.76M in Q4 2025. 59 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Mason & Associates (California) held 20,146 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $1M as of Q2 2026.
  • Mason & Associates (California) sold 9,706 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $483K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.16% of Mason & Associates (California)'s portfolio in Q2 2026, its #68 holding.
  • Mason & Associates (California) 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.
  • Mason & Associates (California)'s NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $1.76M in Q4 2025.
  • 59 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.