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

WT 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
2026 Q2	$2.22M	Buy	44,621 +5,302	+13%	+$264K	0.62%	52
2026 Q1	$1.96M	Sell	39,319 -2,449	-6%	-$122K	0.58%	48
2025 Q4	$2.08M	Buy	41,768 +1,267	+3%	+$63.1K	0.6%	45
2025 Q3	$2.01M	Buy	40,501 +1,146	+3%	+$57.1K	0.58%	48
2025 Q2	$1.96M	Sell	39,355 -8,997	-19%	-$447K	0.58%	47
2025 Q1	$2.4M	Sell	48,352 -39,870	-45%	-$1.99M	0.78%	39
2024 Q4	$4.4M	Sell	88,222 -2,843	-3%	-$142K	1.38%	20
2024 Q3	$4.55M	Sell	91,065 -133,555	-59%	-$6.66M	1.45%	20
2024 Q2	$11.2M	Sell	224,620 -23,827	-10%	-$1.19M	3.81%	2
2024 Q1	$12.4M	Buy	248,447 +7,998	+3%	+$399K	4.42%	2
2023 Q4	$12M	Buy	240,449 +5,699	+2%	+$285K	4.74%	2
2023 Q3	$11.7M	Buy	234,750 +13,512	+6%	+$676K	5.02%	5
2023 Q2	$11.1M	Buy	+221,238	New	+$11.1M	4.6%	6

Other funds holding CSHI

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

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 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

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

WT Wealth Management's CSHI Position: Q2 2026 in Review

WT Wealth Management increased its NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) stake by 13% in Q2 2026, buying an estimated $264K and bringing the position to 44,621 shares worth $2.22M. The position accounts for 0.62% of the portfolio, ranked #52.

WT Wealth Management first reported a position in CSHI in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.4M in Q1 2024. 36 funds tracked by Wall St. Rank hold CSHI as of Q2 2026.

WT Wealth Management held 44,621 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $2.22M as of Q2 2026.
WT Wealth Management bought 5,302 NEOS Enhanced Income 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $264K.
NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.62% of WT Wealth Management's portfolio in Q2 2026, its #52 holding.
WT Wealth Management first reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF in Q2 2023 and has held it in 13 quarters since.
WT Wealth Management's NEOS Enhanced Income 1-3 Month T-Bill ETF position peaked at $12.4M in Q1 2024.
36 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.