Retirement Planning Group (Kansas)’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Retirement Planning Group (Kansas)’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	$21.8M	Buy	438,606 +150,533	+52%	+$7.5M	0.56%	25
2026 Q1	$14.3M	Buy	288,073 +43,113	+18%	+$2.14M	0.44%	29
2025 Q4	$12.2M	Buy	244,960 +7,018	+3%	+$349K	0.4%	32
2025 Q3	$11.8M	Sell	237,942 -4,465	-2%	-$222K	0.41%	30
2025 Q2	$12.1M	Sell	242,407 -25,066	-9%	-$1.24M	0.51%	26
2025 Q1	$13.3M	Sell	267,473 -136,508	-34%	-$6.8M	0.62%	25
2024 Q4	$20.1M	Sell	403,981 -380,755	-49%	-$19M	1.01%	20
2024 Q3	$39.1M	Sell	784,736 -534,334	-41%	-$26.6M	2.13%	14
2024 Q2	$65.6M	Buy	1,319,070 +1,279,072	+3,198%	+$63.8M	4.17%	8
2024 Q1	$1.99M	Buy	+39,998	New	+$2M	0.15%	68

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

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

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

Retirement Planning Group (Kansas)'s CSHI Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 52% in Q2 2026, buying an estimated $7.5M and bringing the position to 438,606 shares worth $21.8M. The position accounts for 0.56% of the portfolio, ranked #25.

Retirement Planning Group (Kansas) first reported a position in CSHI in Q1 2024 and has held it in 10 quarters since. The position peaked at $65.6M in Q2 2024. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

Retirement Planning Group (Kansas) held 438,606 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $21.8M as of Q2 2026.
Retirement Planning Group (Kansas) bought 150,533 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $7.5M.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.56% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #25 holding.
Retirement Planning Group (Kansas) 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.
Retirement Planning Group (Kansas)'s NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $65.6M in Q2 2024.
127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.