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 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

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

Silver Oak Securities's CLIP Position: Q1 2026 in Review

Silver Oak Securities increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 2.1% in Q1 2026, buying an estimated $7.82K and bringing the position to 3,847 shares worth $386K. The position accounts for 0.03% of the portfolio, ranked #511.

Silver Oak Securities first reported a position in CLIP in Q3 2025 and has held it in 3 quarters since. 144 funds tracked by Wall St. Rank hold CLIP as of Q1 2026.

Silver Oak Securities held 3,847 shares of Global X 1-3 Month T-Bill ETF worth $386K as of Q1 2026.
Silver Oak Securities bought 78 Global X 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $7.82K.
Global X 1-3 Month T-Bill ETF made up 0.03% of Silver Oak Securities's portfolio in Q1 2026, its #511 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 3 quarters since.
144 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.