Concurrent Investment Advisors’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Concurrent Investment 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 Q1	$2.16M	Buy	21,481 +2,125	+11%	+$213K	0.02%	589
2025 Q4	$1.94M	Buy	19,356 +556	+3%	+$55.7K	0.02%	587
2025 Q3	$1.89M	Buy	18,800 +3,814	+25%	+$382K	0.03%	484
2025 Q2	$1.5M	Buy	14,986 +189	+1%	+$18.9K	0.03%	500
2025 Q1	$1.49M	Buy	14,797 +2,440	+20%	+$245K	0.04%	434
2024 Q4	$1.24M	Buy	12,357 +5,996	+94%	+$601K	0.03%	437
2024 Q3	$639K	Buy	6,361 +22	+0.3%	+$2.21K	0.02%	566
2024 Q2	$637K	Sell	6,339 -1,777	-22%	-$178K	0.02%	531
2024 Q1	$815K	Sell	8,116 -1,372	-14%	-$138K	0.03%	419
2023 Q4	$950K	Buy	+9,488	New	+$952K	0.04%	344

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

Concurrent Investment Advisors's CLIP Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 11% in Q1 2026, buying an estimated $213K and bringing the position to 21,481 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #589.

Concurrent Investment Advisors first reported a position in CLIP in Q4 2023 and has held it in 10 quarters since. 144 funds tracked by Wall St. Rank hold CLIP as of Q1 2026.

Concurrent Investment Advisors held 21,481 shares of Global X 1-3 Month T-Bill ETF worth $2.16M as of Q1 2026.
Concurrent Investment Advisors bought 2,125 Global X 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $213K.
Global X 1-3 Month T-Bill ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #589 holding.
Concurrent Investment Advisors first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2023 and has held it in 10 quarters since.
144 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.