New York Life Investment Management’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

New York Life Investment 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
2026 Q2	$1.9M	Buy	18,901 +8,862	+88%	+$888K	0.01%	559
2026 Q1	$1.01M	Sell	10,039 -2,933	-23%	-$294K	0.01%	667
2025 Q4	$1.3M	Sell	12,972 -4,457	-26%	-$447K	0.01%	571
2025 Q3	$1.75M	Buy	+17,429	New	+$1.75M	0.02%	566

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

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

PSP

Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return

New York Life Investment Management's CLIP Position: Q2 2026 in Review

New York Life Investment Management increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 88% in Q2 2026, buying an estimated $888K and bringing the position to 18,901 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #559.

New York Life Investment Management first reported a position in CLIP in Q3 2025 and has held it in 4 quarters since. 120 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

New York Life Investment Management held 18,901 shares of Global X 1-3 Month T-Bill ETF worth $1.9M as of Q2 2026.
New York Life Investment Management bought 8,862 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $888K.
Global X 1-3 Month T-Bill ETF made up 0.01% of New York Life Investment Management's portfolio in Q2 2026, its #559 holding.
New York Life Investment Management first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2025 and has held it in 4 quarters since.
120 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.