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

NBC Securities’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	$258K	Sell	5,177 -332	-6%	-$16.5K	0.02%	760
2026 Q1	$274K	Buy	5,509 +369	+7%	+$18.3K	0.02%	732
2025 Q4	$256K	Sell	5,140 -131	-2%	-$6.52K	0.02%	752
2025 Q3	$262K	Buy	5,271 +11	+0.2%	+$548	0.02%	736
2025 Q2	$261K	Sell	5,260 -494	-9%	-$24.5K	0.02%	737
2025 Q1	$285K	Buy	+5,754	New	+$287K	0.02%	644

Other funds holding CSHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 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

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

NBC Securities's CSHI Position: Q2 2026 in Review

NBC Securities reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 6% in Q2 2026, selling an estimated $16.5K and leaving 5,177 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #760.

NBC Securities first reported a position in CSHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $285K in Q1 2025. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

NBC Securities held 5,177 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $258K as of Q2 2026.
NBC Securities sold 332 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $16.5K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.02% of NBC Securities's portfolio in Q2 2026, its #760 holding.
NBC Securities first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q1 2025 and has held it in 6 quarters since.
NBC Securities's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $285K in Q1 2025.
127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.