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 Q2	$438K	Buy	4,365 +40	+0.9%	+$4.01K	0.03%	257
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

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 $862M AUM 10.46% 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

Beaumont Financial Advisors's CLIP Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 0.92% in Q2 2026, buying an estimated $4.01K and bringing the position to 4,365 shares worth $438K. The position accounts for 0.03% of the portfolio, ranked #257.

Beaumont Financial Advisors first reported a position in CLIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $531K in Q4 2025. 160 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Beaumont Financial Advisors held 4,365 shares of Global X 1-3 Month T-Bill ETF worth $438K as of Q2 2026.
Beaumont Financial Advisors bought 40 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $4.01K.
Global X 1-3 Month T-Bill ETF made up 0.03% of Beaumont Financial Advisors's portfolio in Q2 2026, its #257 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 7 quarters since.
Beaumont Financial Advisors's Global X 1-3 Month T-Bill ETF position peaked at $531K in Q4 2025.
160 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.