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

Rothschild Investment LLC’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	$928K	Hold	9,250	–	–	0.03%	439
2026 Q1	$928K	Hold	9,250	–	–	0.05%	285
2025 Q4	$926K	Hold	9,250	–	–	0.05%	261
2025 Q3	$929K	Hold	9,250	–	–	0.05%	243
2025 Q2	$929K	Hold	9,250	–	–	0.06%	236
2025 Q1	$929K	Hold	9,250	–	–	0.06%	237
2024 Q4	$926K	Buy	9,250 +1,000	+12%	+$100K	0.06%	246
2024 Q3	$829K	Buy	8,250 +4,000	+94%	+$401K	0.05%	259
2024 Q2	$427K	Buy	4,250 +2,500	+143%	+$251K	0.03%	361
2024 Q1	$176K	Hold	1,750	–	–	0.01%	493
2023 Q4	$175K	Buy	+1,750	New	+$176K	0.01%	435

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

Rothschild Investment LLC's CLIP Position: Q2 2026 in Review

Rothschild Investment LLC held its Global X 1-3 Month T-Bill ETF (CLIP) position steady in Q2 2026 at 9,250 shares worth $928K. The position accounts for 0.03% of the portfolio, ranked #439.

Rothschild Investment LLC first reported a position in CLIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $929K in Q1 2025. 158 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Rothschild Investment LLC held 9,250 shares of Global X 1-3 Month T-Bill ETF worth $928K as of Q2 2026.
Rothschild Investment LLC left its Global X 1-3 Month T-Bill ETF share count unchanged in Q2 2026.
Global X 1-3 Month T-Bill ETF made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #439 holding.
Rothschild Investment LLC first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's Global X 1-3 Month T-Bill ETF position peaked at $929K in Q1 2025.
158 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.