Castleview Partners’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Castleview Partners’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	–	Sell	-10,921	Closed	-$1.09M	–	211
2025 Q4	$1.09M	Buy	+10,921	New	+$1.09M	0.54%	43

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

Castleview Partners's CLIP Position: Q1 2026 in Review

Castleview Partners sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q1 2026, closing a stake of 10,921 shares — an estimated $1.09M sold.

Castleview Partners first reported a position in CLIP in Q4 2025 and held it in 1 quarter. The position peaked at $1.09M in Q4 2025. 144 funds tracked by Wall St. Rank hold CLIP as of Q1 2026.

Castleview Partners reported no remaining Global X 1-3 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
Castleview Partners sold 10,921 Global X 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $1.09M.
Castleview Partners first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2025 and held it in 1 quarter.
Castleview Partners's Global X 1-3 Month T-Bill ETF position peaked at $1.09M 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 Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.