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Silver Oak Securities’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Silver Oak Securities’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 		$361K Sell
3,599
-248
-6% -$24.9K 0.02% 569
2026
Q1 		$386K Buy
3,847
+78
+2% +$7.82K 0.03% 511
2025
Q4 		$377K Buy
3,769
+1,453
+63% +$146K 0.03% 546
2025
Q3 		$233K Buy
+2,316
New +$232K 0.02% 663

Other funds holding CLIP

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
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
RG
RHL Group Holly, Michigan $120M AUM
PWA
Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return
Mirae Asset Global Investments
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

Silver Oak Securities's CLIP Position: Q2 2026 in Review

Silver Oak Securities reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 6.4% in Q2 2026, selling an estimated $24.9K and leaving 3,599 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #569.

Silver Oak Securities first reported a position in CLIP in Q3 2025 and has held it in 4 quarters since. The position peaked at $386K in Q1 2026. 159 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

  • Silver Oak Securities held 3,599 shares of Global X 1-3 Month T-Bill ETF worth $361K as of Q2 2026.
  • Silver Oak Securities sold 248 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $24.9K.
  • Global X 1-3 Month T-Bill ETF made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #569 holding.
  • Silver Oak Securities first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2025 and has held it in 4 quarters since.
  • Silver Oak Securities's Global X 1-3 Month T-Bill ETF position peaked at $386K 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 Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.