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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.68M Buy
16,715
+3,760
+29% +$378K 1.34% 19
2025
Q1
$1.3M Buy
+12,955
New +$1.3M 1.18% 20