B.O.S.S. Retirement Advisors’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

B.O.S.S. Retirement Advisors’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	$1.1M	Sell	10,996 -2,073	-16%	-$208K	0.3%	58
2026 Q1	$1.31M	Sell	13,069 -532	-4%	-$53.3K	0.4%	54
2025 Q4	$1.36M	Sell	13,601 -7,691	-36%	-$771K	0.43%	53
2025 Q3	$2.14M	Sell	21,292 -9,828	-32%	-$985K	0.51%	47
2025 Q2	$3.13M	Buy	31,120 +5,563	+22%	+$558K	0.78%	32
2025 Q1	$2.57M	Buy	25,557 +1,923	+8%	+$193K	0.74%	31
2024 Q4	$2.37M	Buy	23,634 +17,872	+310%	+$1.79M	0.66%	34
2024 Q3	$579K	Buy	+5,762	New	+$578K	0.12%	141

Other funds holding CLIP

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RHL Group Holly, Michigan $120M AUM

PWA

Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return

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

B.O.S.S. Retirement Advisors's CLIP Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 16% in Q2 2026, selling an estimated $208K and leaving 10,996 shares worth $1.1M. The position accounts for 0.3% of the portfolio, ranked #58.

B.O.S.S. Retirement Advisors first reported a position in CLIP in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.13M in Q2 2025. 158 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

B.O.S.S. Retirement Advisors held 10,996 shares of Global X 1-3 Month T-Bill ETF worth $1.1M as of Q2 2026.
B.O.S.S. Retirement Advisors sold 2,073 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $208K.
Global X 1-3 Month T-Bill ETF made up 0.3% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #58 holding.
B.O.S.S. Retirement Advisors first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2024 and has held it in 8 quarters since.
B.O.S.S. Retirement Advisors's Global X 1-3 Month T-Bill ETF position peaked at $3.13M in Q2 2025.
158 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.