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Alaethes Wealth’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Alaethes Wealth’s Portfolio CLIP Stock Details CLIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.8M Buy
107,308
+1,502
+1% +$151K 3.13% 6
2026
Q1 		$10.6M Buy
105,806
+165
+0.2% +$16.5K 3.02% 5
2025
Q4 		$10.6M Sell
105,641
-10,257
-9% -$1.03M 2.99% 5
2025
Q3 		$11.6M Buy
115,898
+778
+0.7% +$78K 3.3% 5
2025
Q2 		$11.6M Sell
115,120
-751
-0.6% -$75.3K 3.45% 4
2025
Q1 		$11.6M Buy
115,871
+5,674
+5% +$569K 4.26% 3
2024
Q4 		$11.1M Buy
110,197
+2,716
+3% +$272K 3.96% 3
2024
Q3 		$10.8M Buy
107,481
+47,971
+81% +$4.81M 3.98% 3
2024
Q2 		$5.98M Buy
59,510
+5,569
+10% +$559K 2.47% 6
2024
Q1 		$5.42M Buy
53,941
+14,276
+36% +$1.43M 2.37% 7
2023
Q4 		$3.97M Buy
+39,665
New +$3.98M 1.88% 9

Other funds holding CLIP

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
RG
RHL Group Holly, Michigan $120M AUM
PWA
Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Alaethes Wealth's CLIP Position: Q2 2026 in Review

Alaethes Wealth increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 1.4% in Q2 2026, buying an estimated $151K and bringing the position to 107,308 shares worth $10.8M. The position accounts for 3.13% of the portfolio, ranked #6.

Alaethes Wealth first reported a position in CLIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.6M in Q3 2025. 159 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

  • Alaethes Wealth held 107,308 shares of Global X 1-3 Month T-Bill ETF worth $10.8M as of Q2 2026.
  • Alaethes Wealth bought 1,502 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $151K.
  • Global X 1-3 Month T-Bill ETF made up 3.13% of Alaethes Wealth's portfolio in Q2 2026, its #6 holding.
  • Alaethes Wealth first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2023 and has held it in 11 quarters since.
  • Alaethes Wealth's Global X 1-3 Month T-Bill ETF position peaked at $11.6M in Q3 2025.
  • 159 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.