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McElhenny Sheffield Capital Management’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

McElhenny Sheffield Capital Management’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
2025
Q3 		– Sell
-3,263
Closed -$328K – 109
2025
Q2 		$328K Sell
3,263
-4,228
-56% -$424K 0.09% 80
2025
Q1 		$752K Buy
7,491
+2,234
+42% +$224K 0.28% 24
2024
Q4 		$526K Sell
5,257
-4,346
-45% -$436K 0.18% 44
2024
Q3 		$965K Buy
+9,603
New +$963K 0.32% 20

Other funds holding CLIP

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

McElhenny Sheffield Capital Management's CLIP Position: Q3 2025 in Review

McElhenny Sheffield Capital Management sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q3 2025, closing a stake of 3,263 shares — an estimated $328K sold.

McElhenny Sheffield Capital Management first reported a position in CLIP in Q3 2024 and held it in 4 quarters. The position peaked at $965K in Q3 2024. 129 funds tracked by Wall St. Rank hold CLIP as of Q3 2025.

  • McElhenny Sheffield Capital Management reported no remaining Global X 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 3,263 Global X 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $328K.
  • McElhenny Sheffield Capital Management first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2024 and held it in 4 quarters.
  • McElhenny Sheffield Capital Management's Global X 1-3 Month T-Bill ETF position peaked at $965K in Q3 2024.
  • 129 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q3 2025.

Based on McElhenny Sheffield Capital Management's 13F filing for Q3 2025, filed 21 Oct 2025.