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MGB Wealth Management’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

MGB Wealth Management’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
2025
Q3 		– Sell
-1,500
Closed -$74.6K – 319
2025
Q2 		$74.6K Buy
+1,500
New +$74.5K 0.02% 251
2025
Q1 		– Sell
-1,500
Closed -$74.7K – 296
2024
Q4 		$74.7K Hold
1,500
– – 0.02% 231
2024
Q3 		$74.7K Hold
1,500
– – 0.03% 225
2024
Q2 		$74.8K Buy
+1,500
New +$74.8K 0.03% 225

Other funds holding CSHI

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

MGB Wealth Management's CSHI Position: Q3 2025 in Review

MGB Wealth Management sold out of NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q3 2025, closing a stake of 1,500 shares — an estimated $74.6K sold.

MGB Wealth Management first reported a position in CSHI in Q2 2024 and held it in 4 quarters. The position peaked at $74.8K in Q2 2024. 91 funds tracked by Wall St. Rank hold CSHI as of Q3 2025.

  • MGB Wealth Management reported no remaining NEOS Enhanced Income 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
  • MGB Wealth Management sold 1,500 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $74.6K.
  • MGB Wealth Management first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q2 2024 and held it in 4 quarters.
  • MGB Wealth Management's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $74.8K in Q2 2024.
  • 91 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2025.

Based on MGB Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.