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Woodley Farra Manion Portfolio Management’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Woodley Farra Manion Portfolio Management’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 		$1.19M Sell
11,813
-7,161
-38% -$718K 0.06% 78
2026
Q1 		$1.91M Buy
18,974
+9,702
+105% +$972K 0.09% 62
2025
Q4 		$933K Sell
9,272
-156
-2% -$15.6K 0.04% 71
2025
Q3 		$947K Buy
+9,428
New +$945K 0.04% 69

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 $862M AUM 10.46% 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

Woodley Farra Manion Portfolio Management's CLIP Position: Q2 2026 in Review

Woodley Farra Manion Portfolio Management reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 38% in Q2 2026, selling an estimated $718K and leaving 11,813 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #78.

Woodley Farra Manion Portfolio Management first reported a position in CLIP in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.91M in Q1 2026. 160 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

  • Woodley Farra Manion Portfolio Management held 11,813 shares of Global X 1-3 Month T-Bill ETF worth $1.19M as of Q2 2026.
  • Woodley Farra Manion Portfolio Management sold 7,161 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $718K.
  • Global X 1-3 Month T-Bill ETF made up 0.06% of Woodley Farra Manion Portfolio Management's portfolio in Q2 2026, its #78 holding.
  • Woodley Farra Manion Portfolio Management first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2025 and has held it in 4 quarters since.
  • Woodley Farra Manion Portfolio Management's Global X 1-3 Month T-Bill ETF position peaked at $1.91M in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q2 2026, filed 10 Aug 2026.