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

Highline Wealth 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 Q2	$5.75M	Sell	57,284 -5,143	-8%	-$515K	1.17%	24
2026 Q1	$6.27M	Buy	62,427 +2,541	+4%	+$255K	1.6%	18
2025 Q4	$6M	Sell	59,886 -1,226	-2%	-$123K	1.69%	19
2025 Q3	$6.14M	Sell	61,112 -6,037	-9%	-$605K	1.65%	17
2025 Q2	$6.74M	Sell	67,149 -1,416	-2%	-$142K	1.99%	14
2025 Q1	$6.89M	Buy	68,565 +13,282	+24%	+$1.33M	2.32%	14
2024 Q4	$5.53M	Sell	55,283 -3,844	-7%	-$386K	1.81%	15
2024 Q3	$5.94M	Sell	59,127 -2,023	-3%	-$203K	1.99%	14
2024 Q2	$6.14M	Sell	61,150 -21,379	-26%	-$2.14M	2.32%	13
2024 Q1	$8.29M	Sell	82,529 -17,879	-18%	-$1.79M	3.38%	9
2023 Q4	$10M	Buy	+100,408	New	+$10.1M	4.87%	5

Other funds holding CLIP

GXJ

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

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AIS

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

AMG

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Highline Wealth Partners's CLIP Position: Q2 2026 in Review

Highline Wealth Partners reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 8.2% in Q2 2026, selling an estimated $515K and leaving 57,284 shares worth $5.75M. The position accounts for 1.17% of the portfolio, ranked #24.

Highline Wealth Partners first reported a position in CLIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $10M in Q4 2023. 12 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Highline Wealth Partners held 57,284 shares of Global X 1-3 Month T-Bill ETF worth $5.75M as of Q2 2026.
Highline Wealth Partners sold 5,143 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $515K.
Global X 1-3 Month T-Bill ETF made up 1.17% of Highline Wealth Partners's portfolio in Q2 2026, its #24 holding.
Highline Wealth Partners first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2023 and has held it in 11 quarters since.
Highline Wealth Partners's Global X 1-3 Month T-Bill ETF position peaked at $10M in Q4 2023.
12 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.