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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.5M Buy
2025
Q1
$1.49M Buy
2024
Q4
$1.24M Buy
2024
Q3
$639K Buy
2024
Q2
$637K Sell
2024
Q1
$815K Sell
2023
Q4
$950K Buy