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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
Q1 		$10.6M Buy
105,806
+165
+0.2% +$16.5K 3.06% 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

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RG
RHL Group Holly, Michigan $117M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return