Lumbard & Kellner’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Lumbard & Kellner’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	$1.81M	Sell	18,058 -2,080	-10%	-$208K	0.55%	47
2026 Q1	$2.02M	Sell	20,138 -2,922	-13%	-$293K	0.7%	40
2025 Q4	$2.31M	Sell	23,060 -877	-4%	-$87.9K	0.81%	41
2025 Q3	$2.4M	Sell	23,937 -1,320	-5%	-$132K	0.88%	40
2025 Q2	$2.54M	Buy	25,257 +8,265	+49%	+$828K	1.11%	37
2025 Q1	$1.71M	Buy	16,992 +1,565	+10%	+$157K	0.75%	44
2024 Q4	$1.54M	Buy	+15,427	New	+$1.55M	0.66%	45

Other funds holding CLIP

GXJ

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

RHL Group Holly, Michigan $120M AUM

PWA

Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

AWM

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

Lumbard & Kellner's CLIP Position: Q2 2026 in Review

Lumbard & Kellner reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 10% in Q2 2026, selling an estimated $208K and leaving 18,058 shares worth $1.81M. The position accounts for 0.55% of the portfolio, ranked #47.

Lumbard & Kellner first reported a position in CLIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.54M in Q2 2025. 158 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Lumbard & Kellner held 18,058 shares of Global X 1-3 Month T-Bill ETF worth $1.81M as of Q2 2026.
Lumbard & Kellner sold 2,080 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $208K.
Global X 1-3 Month T-Bill ETF made up 0.55% of Lumbard & Kellner's portfolio in Q2 2026, its #47 holding.
Lumbard & Kellner first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
Lumbard & Kellner's Global X 1-3 Month T-Bill ETF position peaked at $2.54M in Q2 2025.
158 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.