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 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

GXJ

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

RHL Group Holly, Michigan $117M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Plum Street Advisors's CLIP Position: Q1 2026 in Review

Plum Street Advisors increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 2.9% in Q1 2026, buying an estimated $62.2K and bringing the position to 22,352 shares worth $2.24M. The position accounts for 0.78% of the portfolio, ranked #31.

Plum Street Advisors first reported a position in CLIP in Q1 2024 and has held it in 9 quarters since. 144 funds tracked by Wall St. Rank hold CLIP as of Q1 2026.

Plum Street Advisors held 22,352 shares of Global X 1-3 Month T-Bill ETF worth $2.24M as of Q1 2026.
Plum Street Advisors bought 621 Global X 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $62.2K.
Global X 1-3 Month T-Bill ETF made up 0.78% of Plum Street Advisors's portfolio in Q1 2026, its #31 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 9 quarters since.
144 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2026.

Based on Plum Street Advisors's 13F filing for Q1 2026, filed 14 May 2026.