Life Planning Partners Inc Acquires 5,234 Shares of Global X 1-3 Month T-Bill ETF $CLIP

Life Planning Partners Inc grew its holdings in Global X 1-3 Month T-Bill ETF (NYSEARCA:CLIP) by 17.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 35,474 shares of the company’s stock after purchasing an additional 5,234 shares during the quarter. Global X 1-3 Month T-Bill ETF accounts for about 2.7% of Life Planning Partners Inc’s holdings, making the stock its 9th biggest holding. Life Planning Partners Inc owned about 0.16% of Global X 1-3 Month T-Bill ETF worth $3,551,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in CLIP. 3EDGE Asset Management LP lifted its holdings in Global X 1-3 Month T-Bill ETF by 0.3% during the 3rd quarter. 3EDGE Asset Management LP now owns 45,050 shares of the company’s stock worth $4,523,000 after buying an additional 131 shares in the last quarter. Compass Financial Services Inc grew its stake in shares of Global X 1-3 Month T-Bill ETF by 49.0% in the third quarter. Compass Financial Services Inc now owns 626 shares of the company’s stock worth $63,000 after acquiring an additional 206 shares in the last quarter. AE Wealth Management LLC acquired a new position in shares of Global X 1-3 Month T-Bill ETF in the third quarter worth $51,000. Stewardship Advisors LLC increased its position in shares of Global X 1-3 Month T-Bill ETF by 31.7% during the third quarter. Stewardship Advisors LLC now owns 3,879 shares of the company’s stock worth $390,000 after acquiring an additional 933 shares during the period. Finally, Flputnam Investment Management Co. increased its position in shares of Global X 1-3 Month T-Bill ETF by 32.3% during the third quarter. Flputnam Investment Management Co. now owns 3,882 shares of the company’s stock worth $390,000 after acquiring an additional 947 shares during the period.

Global X 1-3 Month T-Bill ETF Trading Up 0.0%

Shares of NYSEARCA CLIP opened at $100.11 on Friday. The business’s fifty day simple moving average is $100.24 and its 200-day simple moving average is $100.25. Global X 1-3 Month T-Bill ETF has a 12-month low of $100.02 and a 12-month high of $100.47.

Global X 1-3 Month T-Bill ETF Cuts Dividend

The business also recently declared a monthly dividend, which was paid on Thursday, March 5th. Shareholders of record on Monday, March 2nd were issued a dividend of $0.303 per share. The ex-dividend date was Monday, March 2nd. This represents a c) annualized dividend and a yield of 3.6%.

Global X 1-3 Month T-Bill ETF Company Profile

The Global X 1-3 Month T-Bill ETF (CLIP) is an exchange-traded fund that is based on the Solactive 1-3 month US T-Bill – USD index. The fund tracks a market value-weighted index of USD-denominated, zero-coupon US Treasury bills with a time to maturity of one to three months. CLIP was launched on Jun 20, 2023 and is managed by Global X.