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

Life Planning 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	$3.67M	Buy	36,541 +993	+3%	+$99.5K	2.73%	8
2026 Q1	$3.57M	Buy	35,548 +74	+0.2%	+$7.42K	2.72%	9
2025 Q4	$3.55M	Buy	35,474 +5,234	+17%	+$525K	2.72%	9
2025 Q3	$3.04M	Buy	30,240 +13,525	+81%	+$1.36M	2.22%	10
2025 Q2	$1.68M	Buy	16,715 +3,760	+29%	+$377K	1.34%	19
2025 Q1	$1.3M	Buy	+12,955	New	+$1.3M	1.18%	20

Other funds holding CLIP

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 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

RHL Group Holly, Michigan $120M AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AWM

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GIM

Guild Investment Management Los Angeles, California $146M AUM 22.78% 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

Life Planning Partners's CLIP Position: Q2 2026 in Review

Life Planning Partners increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 2.8% in Q2 2026, buying an estimated $99.5K and bringing the position to 36,541 shares worth $3.67M. The position accounts for 2.73% of the portfolio, ranked #8.

Life Planning Partners first reported a position in CLIP in Q1 2025 and has held it in 6 quarters since. 73 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Life Planning Partners held 36,541 shares of Global X 1-3 Month T-Bill ETF worth $3.67M as of Q2 2026.
Life Planning Partners bought 993 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $99.5K.
Global X 1-3 Month T-Bill ETF made up 2.73% of Life Planning Partners's portfolio in Q2 2026, its #8 holding.
Life Planning Partners first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2025 and has held it in 6 quarters since.
73 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.