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 Q3	$13.7M	Buy	136,539 +79,255	+138%	+$7.94M	2.6%	11
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

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AMG

APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

SWM

Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Highline Wealth Partners's CLIP Position: Q3 2026 in Review

Highline Wealth Partners increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 138% in Q3 2026, buying an estimated $7.94M and bringing the position to 136,539 shares worth $13.7M. The position accounts for 2.6% of the portfolio, ranked #11.

Highline Wealth Partners first reported a position in CLIP in Q4 2023 and has held it in 12 quarters since. 18 funds tracked by Wall St. Rank hold CLIP as of Q3 2026.

Highline Wealth Partners held 136,539 shares of Global X 1-3 Month T-Bill ETF worth $13.7M as of Q3 2026.
Highline Wealth Partners bought 79,255 Global X 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $7.94M.
Global X 1-3 Month T-Bill ETF made up 2.6% of Highline Wealth Partners's portfolio in Q3 2026, its #11 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 12 quarters since.
18 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.