Mercer Global Advisors
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Mercer Global Advisors’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Mercer Global 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 		$1.74M Sell
34,989
-148
-0.4% -$7.37K ﹤0.01% 1419
2026
Q1 		$1.75M Sell
35,137
-2,280
-6% -$113K ﹤0.01% 1256
2025
Q4 		$1.86M Sell
37,417
-19,208
-34% -$956K ﹤0.01% 1143
2025
Q3 		$2.82M Sell
56,625
-5,236
-8% -$261K ﹤0.01% 896
2025
Q2 		$3.08M Sell
61,861
-19,055
-24% -$946K 0.01% 726
2025
Q1 		$4.02M Sell
80,916
-364,217
-82% -$18.1M 0.01% 603
2024
Q4 		$22.2M Sell
445,133
-1,313
-0.3% -$65.5K 0.05% 194
2024
Q3 		$22.2M Buy
446,446
+50,780
+13% +$2.53M 0.05% 198
2024
Q2 		$413K Buy
395,666
+20,472
+5% +$1.02M ﹤0.01% 1403
2024
Q1 		$18.7M Buy
+375,194
New +$18.7M 0.05% 206

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

Mercer Global Advisors's CSHI Position: Q2 2026 in Review

Mercer Global Advisors reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 0.42% in Q2 2026, selling an estimated $7.37K and leaving 34,989 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Mercer Global Advisors first reported a position in CSHI in Q1 2024 and has held it in 10 quarters since. The position peaked at $22.2M in Q3 2024. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • Mercer Global Advisors held 34,989 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $1.74M as of Q2 2026.
  • Mercer Global Advisors sold 148 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $7.37K.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1419 holding.
  • Mercer Global Advisors first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q1 2024 and has held it in 10 quarters since.
  • Mercer Global Advisors's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $22.2M in Q3 2024.
  • 127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.