Precision Wealth Strategies’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Precision Wealth Strategies’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	$2.15M	Buy	21,413 +4,940	+30%	+$495K	0.71%	36
2025 Q4	$1.65M	Buy	16,473 +2,831	+21%	+$284K	0.53%	43
2025 Q3	$1.37M	Sell	13,642 -21,842	-62%	-$2.19M	0.44%	53
2025 Q2	$3.56M	Buy	35,484 +3,563	+11%	+$357K	1.16%	24
2025 Q1	$3.21M	Sell	31,921 -780	-2%	-$78.2K	2.45%	13
2024 Q4	$3.27M	Buy	+32,701	New	+$3.28M	2.53%	11

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

Precision Wealth Strategies's CLIP Position: Q1 2026 in Review

Precision Wealth Strategies increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 30% in Q1 2026, buying an estimated $495K and bringing the position to 21,413 shares worth $2.15M. The position accounts for 0.71% of the portfolio, ranked #36.

Precision Wealth Strategies first reported a position in CLIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.56M in Q2 2025. 144 funds tracked by Wall St. Rank hold CLIP as of Q1 2026.

Precision Wealth Strategies held 21,413 shares of Global X 1-3 Month T-Bill ETF worth $2.15M as of Q1 2026.
Precision Wealth Strategies bought 4,940 Global X 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $495K.
Global X 1-3 Month T-Bill ETF made up 0.71% of Precision Wealth Strategies's portfolio in Q1 2026, its #36 holding.
Precision Wealth Strategies first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2024 and has held it in 6 quarters since.
Precision Wealth Strategies's Global X 1-3 Month T-Bill ETF position peaked at $3.56M in Q2 2025.
144 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2026.

Based on Precision Wealth Strategies's 13F filing for Q1 2026, filed 6 May 2026.