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

Beverly Hills Private 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	$2.81M	Sell	28,030 -10,204	-27%	-$1.02M	0.54%	54
2026 Q1	$3.84M	Buy	38,234 +10,342	+37%	+$1.04M	0.64%	48
2025 Q4	$2.79M	Buy	27,892 +5,691	+26%	+$570K	0.48%	63
2025 Q3	$2.23M	Buy	22,201 +4,971	+29%	+$498K	0.39%	75
2025 Q2	$1.73M	Sell	17,230 -4,925	-22%	-$494K	0.32%	83
2025 Q1	$2.23M	Sell	22,155 -2,845	-11%	-$285K	0.44%	65
2024 Q4	$2.5M	Buy	25,000 +13,720	+122%	+$1.38M	0.51%	52
2024 Q3	$1.13M	Sell	11,280 -1,440	-11%	-$144K	0.23%	114
2024 Q2	$1.28M	Buy	12,720 +920	+8%	+$92.3K	0.28%	96
2024 Q1	$1.19M	Buy	+11,800	New	+$1.18M	0.27%	92

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

Beverly Hills Private Wealth's CLIP Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 27% in Q2 2026, selling an estimated $1.02M and leaving 28,030 shares worth $2.81M. The position accounts for 0.54% of the portfolio, ranked #54.

Beverly Hills Private Wealth first reported a position in CLIP in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.84M in Q1 2026. 160 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Beverly Hills Private Wealth held 28,030 shares of Global X 1-3 Month T-Bill ETF worth $2.81M as of Q2 2026.
Beverly Hills Private Wealth sold 10,204 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.02M.
Global X 1-3 Month T-Bill ETF made up 0.54% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #54 holding.
Beverly Hills Private Wealth first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2024 and has held it in 10 quarters since.
Beverly Hills Private Wealth's Global X 1-3 Month T-Bill ETF position peaked at $3.84M in Q1 2026.
160 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.