Meitav Investment House’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Meitav Investment House’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	-3,826	Closed	-$384K	–	238
2025 Q2	$384K	Sell	3,826 -7,594	-66%	-$761K	0.01%	184
2025 Q1	$1.15M	Sell	11,420 -45,084	-80%	-$4.52M	0.02%	128
2024 Q4	$5.66M	Buy	56,504 +19,498	+53%	+$1.96M	0.1%	93
2024 Q3	$3.72M	Buy	37,006 +16,790	+83%	+$1.68M	0.06%	101
2024 Q2	$2.03M	Buy	+20,216	New	+$2.03M	0.04%	119

Other funds holding CLIP

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

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

Meitav Investment House's CLIP Position: Q3 2025 in Review

Meitav Investment House sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q3 2025, closing a stake of 3,826 shares — an estimated $384K sold.

Meitav Investment House first reported a position in CLIP in Q2 2024 and held it in 5 quarters. The position peaked at $5.66M in Q4 2024. 129 funds tracked by Wall St. Rank hold CLIP as of Q3 2025.

Meitav Investment House reported no remaining Global X 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
Meitav Investment House sold 3,826 Global X 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $384K.
Meitav Investment House first reported a position in Global X 1-3 Month T-Bill ETF in Q2 2024 and held it in 5 quarters.
Meitav Investment House's Global X 1-3 Month T-Bill ETF position peaked at $5.66M in Q4 2024.
129 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q3 2025.

Based on Meitav Investment House's 13F filing for Q3 2025, filed 29 Oct 2025.