Woodard & Company Asset Management Group’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Woodard & Company Asset Management Group’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	$10.1M	Buy	100,926 +158	+0.2%	+$15.8K	1.46%	20
2026 Q1	$10.1M	Buy	100,768 +11,075	+12%	+$1.11M	1.62%	17
2025 Q4	$8.98M	Sell	89,693 -14,749	-14%	-$1.48M	1.42%	17
2025 Q3	$10.5M	Sell	104,442 -4,809	-4%	-$482K	1.7%	14
2025 Q2	$11M	Sell	109,251 -4,714	-4%	-$472K	2.01%	12
2025 Q1	$11.4M	Buy	113,965 +39,986	+54%	+$4.01M	2.39%	11
2024 Q4	$7.41M	Buy	73,979 +10,808	+17%	+$1.08M	1.6%	11
2024 Q3	$6.35M	Buy	63,171 +24,711	+64%	+$2.48M	1.43%	15
2024 Q2	$3.86M	Buy	38,460 +36,065	+1,506%	+$3.62M	0.96%	18
2024 Q1	$241K	Buy	+2,395	New	+$240K	0.06%	80

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

Woodard & Company Asset Management Group's CLIP Position: Q2 2026 in Review

Woodard & Company Asset Management Group increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 0.16% in Q2 2026, buying an estimated $15.8K and bringing the position to 100,926 shares worth $10.1M. The position accounts for 1.46% of the portfolio, ranked #20.

Woodard & Company Asset Management Group first reported a position in CLIP in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.4M in Q1 2025. 158 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Woodard & Company Asset Management Group held 100,926 shares of Global X 1-3 Month T-Bill ETF worth $10.1M as of Q2 2026.
Woodard & Company Asset Management Group bought 158 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $15.8K.
Global X 1-3 Month T-Bill ETF made up 1.46% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #20 holding.
Woodard & Company Asset Management Group first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2024 and has held it in 10 quarters since.
Woodard & Company Asset Management Group's Global X 1-3 Month T-Bill ETF position peaked at $11.4M 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 Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.