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Castle Rock Wealth Management’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Castle Rock Wealth Management’s Portfolio CLIP Stock Details CLIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.96M Buy
19,581
+4,698
+32% +$471K 0.46% 58
2025
Q1 		$1.49M Buy
14,883
+5,606
+60% +$561K 0.4% 69
2024
Q4 		$930K Sell
9,277
-957
-9% -$95.9K 0.22% 111
2024
Q3 		$1.02M Buy
+10,234
New +$1.02M 0.24% 111