GoalVest Advisory’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

GoalVest Advisory’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	-2,500	Closed	-$250K	–	463
2025 Q4	$250K	Hold	2,500	–	–	0.05%	134
2025 Q3	$251K	Sell	2,500 -2,500	-50%	-$251K	0.05%	121
2025 Q2	$502K	Hold	5,000	–	–	0.12%	84
2025 Q1	$502K	Hold	5,000	–	–	0.14%	82
2024 Q4	$501K	Sell	5,000 -750	-13%	-$75.2K	0.14%	87
2024 Q3	$578K	Buy	+5,750	New	+$577K	0.17%	79

Other funds holding CLIP

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

GXJ

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

BFG

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

GoalVest Advisory's CLIP Position: Q1 2026 in Review

GoalVest Advisory sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q1 2026, closing a stake of 2,500 shares — an estimated $250K sold.

GoalVest Advisory first reported a position in CLIP in Q3 2024 and held it in 6 quarters. The position peaked at $578K in Q3 2024. 145 funds tracked by Wall St. Rank hold CLIP as of Q1 2026.

GoalVest Advisory reported no remaining Global X 1-3 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 2,500 Global X 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $250K.
GoalVest Advisory first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2024 and held it in 6 quarters.
GoalVest Advisory's Global X 1-3 Month T-Bill ETF position peaked at $578K in Q3 2024.
145 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.