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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-78,336
Closed -$7.84M 271
2024
Q4
$7.84M Buy
+78,336
New +$7.84M 0.77% 46