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 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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 $2.24B AUM 16.9% 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 $67.7B AUM 51.91% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's CLIP Position: Q1 2026 in Review

Woodley Farra Manion Portfolio Management increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 105% in Q1 2026, buying an estimated $972K and bringing the position to 18,974 shares worth $1.91M. The position accounts for 0.09% of the portfolio, ranked #62.

Woodley Farra Manion Portfolio Management 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.

Woodley Farra Manion Portfolio Management held 18,974 shares of Global X 1-3 Month T-Bill ETF worth $1.91M as of Q1 2026.
Woodley Farra Manion Portfolio Management bought 9,702 Global X 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $972K.
Global X 1-3 Month T-Bill ETF made up 0.09% of Woodley Farra Manion Portfolio Management's portfolio in Q1 2026, its #62 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 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 Woodley Farra Manion Portfolio Management's 13F filing for Q1 2026, filed 8 May 2026.