BFG
CLIP icon

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

Bleakley Financial Group’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 		$117M Buy
1,170,109
+101,038
+9% +$10.1M 1.5% 13
2026
Q1 		$107M Buy
1,069,071
+163,006
+18% +$16.3M 1.68% 11
2025
Q4 		$90.7M Buy
+906,065
New +$90.8M 1.57% 12

Other funds holding CLIP

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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
RG
RHL Group Holly, Michigan $120M AUM
PWA
Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return
Mirae Asset Global Investments
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bleakley Financial Group's CLIP Position: Q2 2026 in Review

Bleakley Financial Group increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 9.5% in Q2 2026, buying an estimated $10.1M and bringing the position to 1,170,109 shares worth $117M. The position accounts for 1.5% of the portfolio, ranked #13.

Bleakley Financial Group first reported a position in CLIP in Q4 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

  • Bleakley Financial Group held 1,170,109 shares of Global X 1-3 Month T-Bill ETF worth $117M as of Q2 2026.
  • Bleakley Financial Group bought 101,038 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $10.1M.
  • Global X 1-3 Month T-Bill ETF made up 1.5% of Bleakley Financial Group's portfolio in Q2 2026, its #13 holding.
  • Bleakley Financial Group first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.