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

Precision Wealth Strategies’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	$6.13M	Sell	123,152 -47,745	-28%	-$2.38M	1.85%	15
2026 Q1	$8.51M	Buy	170,897 +45,051	+36%	+$2.24M	2.82%	7
2025 Q4	$6.26M	Buy	125,846 +19,579	+18%	+$974K	2.03%	11
2025 Q3	$5.28M	Sell	106,267 -8,953	-8%	-$446K	1.71%	12
2025 Q2	$5.73M	Buy	115,220 +11,428	+11%	+$568K	1.86%	11
2025 Q1	$5.15M	Sell	103,792 -4,241	-4%	-$211K	3.94%	5
2024 Q4	$5.38M	Buy	108,033 +37,366	+53%	+$1.86M	4.16%	4
2024 Q3	$3.52M	Sell	70,667 -7,100	-9%	-$354K	3.26%	5
2024 Q2	$3.87M	Sell	77,767 -65,330	-46%	-$3.26M	4%	4
2024 Q1	$7.13M	Sell	143,097 -215,349	-60%	-$10.8M	6.74%	3
2023 Q4	$17.9M	Buy	358,446 +254,562	+245%	+$12.7M	17.39%	2
2023 Q3	$5.18M	Buy	+103,884	New	+$5.2M	5.62%	4

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

Precision Wealth Strategies's CSHI Position: Q2 2026 in Review

Precision Wealth Strategies reduced its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 28% in Q2 2026, selling an estimated $2.38M and leaving 123,152 shares worth $6.13M. The position accounts for 1.85% of the portfolio, ranked #15.

Precision Wealth Strategies first reported a position in CSHI in Q3 2023 and has held it in 12 quarters since. The position peaked at $17.9M in Q4 2023. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Precision Wealth Strategies held 123,152 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $6.13M as of Q2 2026.
Precision Wealth Strategies sold 47,745 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.38M.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 1.85% of Precision Wealth Strategies's portfolio in Q2 2026, its #15 holding.
Precision Wealth Strategies first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q3 2023 and has held it in 12 quarters since.
Precision Wealth Strategies's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $17.9M in Q4 2023.
127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.