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 Q3	$3.44M	Sell	34,307 -2,234	-6%	-$224K	2.75%	8
2026 Q2	$3.67M	Buy	36,541 +993	+3%	+$100K	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

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

RHL Group Holly, Michigan $149M AUM 28.02% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Life Planning Partners's CLIP Position: Q3 2026 in Review

Life Planning Partners reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 6.1% in Q3 2026, selling an estimated $224K and leaving 34,307 shares worth $3.44M. The position accounts for 2.75% of the portfolio, ranked #8.

Life Planning Partners first reported a position in CLIP in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.67M in Q2 2026. 100 funds tracked by Wall St. Rank hold CLIP as of Q3 2026.

Life Planning Partners held 34,307 shares of Global X 1-3 Month T-Bill ETF worth $3.44M as of Q3 2026.
Life Planning Partners sold 2,234 Global X 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $224K.
Global X 1-3 Month T-Bill ETF made up 2.75% of Life Planning Partners's portfolio in Q3 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 7 quarters since.
Life Planning Partners's Global X 1-3 Month T-Bill ETF position peaked at $3.67M in Q2 2026.
100 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.