Plum Street Advisors’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Plum Street Advisors’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	$2.2M	Sell	21,964 -388	-2%	-$38.9K	0.7%	33
2026 Q1	$2.24M	Buy	22,352 +621	+3%	+$62.2K	0.78%	31
2025 Q4	$2.18M	Buy	21,731 +6,018	+38%	+$603K	0.77%	33
2025 Q3	$1.58M	Buy	15,713 +1,230	+8%	+$123K	0.61%	41
2025 Q2	$1.45M	Sell	14,483 -324	-2%	-$32.5K	0.64%	37
2025 Q1	$1.49M	Buy	14,807 +4,011	+37%	+$402K	0.72%	34
2024 Q4	$1.08M	Buy	10,796 +3,639	+51%	+$365K	0.53%	41
2024 Q3	$719K	Buy	7,157 +2,382	+50%	+$239K	0.36%	48
2024 Q2	$480K	Buy	4,775 +2,986	+167%	+$300K	0.28%	50
2024 Q1	$719K	Buy	+1,789	New	+$179K	0.36%	48

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

Plum Street Advisors's CLIP Position: Q2 2026 in Review

Plum Street Advisors reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 1.7% in Q2 2026, selling an estimated $38.9K and leaving 21,964 shares worth $2.2M. The position accounts for 0.7% of the portfolio, ranked #33.

Plum Street Advisors first reported a position in CLIP in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.24M in Q1 2026. 159 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Plum Street Advisors held 21,964 shares of Global X 1-3 Month T-Bill ETF worth $2.2M as of Q2 2026.
Plum Street Advisors sold 388 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $38.9K.
Global X 1-3 Month T-Bill ETF made up 0.7% of Plum Street Advisors's portfolio in Q2 2026, its #33 holding.
Plum Street Advisors first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2024 and has held it in 10 quarters since.
Plum Street Advisors's Global X 1-3 Month T-Bill ETF position peaked at $2.24M in Q1 2026.
159 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.