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

Mattson Financial Services’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 		$488K Buy
9,807
+406
+4% +$20.2K 0.1% 147
2026
Q1 		$468K Buy
9,401
+550
+6% +$27.3K 0.11% 144
2025
Q4 		$440K Buy
8,851
+1,019
+13% +$50.7K 0.1% 146
2025
Q3 		$389K Buy
7,832
+611
+8% +$30.4K 0.09% 146
2025
Q2 		$359K Sell
7,221
-201
-3% -$9.98K 0.1% 137
2025
Q1 		$368K Sell
7,422
-221
-3% -$11K 0.11% 131
2024
Q4 		$381K Sell
7,643
-444
-5% -$22.2K 0.12% 128
2024
Q3 		$402K Sell
8,087
-27
-0.3% -$1.35K 0.14% 136
2024
Q2 		$404K Buy
+8,114
New +$405K 0.14% 136

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

Mattson Financial Services's CSHI Position: Q2 2026 in Review

Mattson Financial Services increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 4.3% in Q2 2026, buying an estimated $20.2K and bringing the position to 9,807 shares worth $488K. The position accounts for 0.1% of the portfolio, ranked #147.

Mattson Financial Services first reported a position in CSHI in Q2 2024 and has held it in 9 quarters since. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Mattson Financial Services held 9,807 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $488K as of Q2 2026.
  • Mattson Financial Services bought 406 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $20.2K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.1% of Mattson Financial Services's portfolio in Q2 2026, its #147 holding.
  • Mattson Financial Services first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q2 2024 and has held it in 9 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 Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.