Gerber Kawasaki Wealth & Investment Management’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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	$10.2M	Sell	101,301 -7,469	-7%	-$748K	0.27%	61
2026 Q1	$10.9M	Buy	108,770 +20,687	+23%	+$2.07M	0.35%	54
2025 Q4	$8.82M	Buy	88,083 +37,462	+74%	+$3.76M	0.31%	59
2025 Q3	$5.08M	Buy	50,621 +2,216	+5%	+$222K	0.17%	78
2025 Q2	$4.86M	Buy	48,405 +20,074	+71%	+$2.01M	0.19%	78
2025 Q1	$2.85M	Buy	28,331 +408	+1%	+$40.9K	0.13%	90
2024 Q4	$2.8M	Buy	27,923 +4,673	+20%	+$469K	0.12%	91
2024 Q3	$2.34M	Sell	23,250 -2,277	-9%	-$228K	0.11%	99
2024 Q2	$2.56M	Buy	25,527 +20,506	+408%	+$2.06M	0.13%	91
2024 Q1	$505K	Buy	+5,021	New	+$504K	0.03%	175

Other funds holding CLIP

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 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

RHL Group Holly, Michigan $120M AUM

PWA

Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management's CLIP Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 6.9% in Q2 2026, selling an estimated $748K and leaving 101,301 shares worth $10.2M. The position accounts for 0.27% of the portfolio, ranked #61.

Gerber Kawasaki Wealth & Investment Management first reported a position in CLIP in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.9M in Q1 2026. 158 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 101,301 shares of Global X 1-3 Month T-Bill ETF worth $10.2M as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 7,469 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $748K.
Global X 1-3 Month T-Bill ETF made up 0.27% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #61 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2024 and has held it in 10 quarters since.
Gerber Kawasaki Wealth & Investment Management's Global X 1-3 Month T-Bill ETF position peaked at $10.9M in Q1 2026.
158 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.