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

UBS Group’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 		$26.4M Buy
531,014
+370,331
+230% +$18.4M ﹤0.01% 2401
2026
Q1 		$8M Buy
160,683
+160,677
+2,677,950% +$7.98M ﹤0.01% 3590
2025
Q4 		$298 Buy
+6
New +$299 ﹤0.01% 10050
2025
Q3 		– Sell
-1,672
Closed -$83.1K – 10399
2025
Q2 		$83.1K Buy
+1,672
New +$83K ﹤0.01% 7389
2025
Q1 		– Sell
-111
Closed -$5.53K – 10289
2024
Q4 		$5.53K Sell
111
-5,547
-98% -$277K ﹤0.01% 8646
2024
Q3 		$282K Buy
+5,658
New +$282K ﹤0.01% 5621
2023
Q3 		– Sell
-316
Closed -$15.8K – 9535
2023
Q2 		$15.8K Buy
+316
New +$15.9K ﹤0.01% 6978
2023
Q1 		– Sell
-563
Closed -$28.1K – 9698
2022
Q4 		$28.1K Buy
+563
New +$28.2K ﹤0.01% 7304

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

UBS Group's CSHI Position: Q2 2026 in Review

UBS Group increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 230% in Q2 2026, buying an estimated $18.4M and bringing the position to 531,014 shares worth $26.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2401.

UBS Group first reported a position in CSHI in Q4 2022 and has held it in 8 quarters since. 127 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

  • UBS Group held 531,014 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $26.4M as of Q2 2026.
  • UBS Group bought 370,331 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $18.4M.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2401 holding.
  • UBS Group first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q4 2022 and has held it in 8 quarters since.
  • 127 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.