Beaumont Financial Advisors’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Beaumont Financial 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 Q1	$434K	Sell	4,325 -975	-18%	-$97.7K	0.03%	254
2025 Q4	$531K	Buy	5,300 +53	+1%	+$5.31K	0.04%	224
2025 Q3	$527K	Buy	5,247 +1,049	+25%	+$105K	0.04%	235
2025 Q2	$422K	Buy	4,198 +44	+1%	+$4.41K	0.03%	245
2025 Q1	$417K	Buy	4,154 +44	+1%	+$4.41K	0.03%	243
2024 Q4	$411K	Buy	+4,110	New	+$412K	0.03%	247

Other funds holding CLIP

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RHL Group Holly, Michigan $117M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Beaumont Financial Advisors's CLIP Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 18% in Q1 2026, selling an estimated $97.7K and leaving 4,325 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #254.

Beaumont Financial Advisors first reported a position in CLIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $531K in Q4 2025. 144 funds tracked by Wall St. Rank hold CLIP as of Q1 2026.

Beaumont Financial Advisors held 4,325 shares of Global X 1-3 Month T-Bill ETF worth $434K as of Q1 2026.
Beaumont Financial Advisors sold 975 Global X 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $97.7K.
Global X 1-3 Month T-Bill ETF made up 0.03% of Beaumont Financial Advisors's portfolio in Q1 2026, its #254 holding.
Beaumont Financial Advisors first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2024 and has held it in 6 quarters since.
Beaumont Financial Advisors's Global X 1-3 Month T-Bill ETF position peaked at $531K in Q4 2025.
144 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.