Bank Hapoalim BM’s Global X Defense Tech ETF SHLD Stock Holding History

Bank Hapoalim BM’s Portfolio SHLD Stock Details SHLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.51M	Buy	35,489 +371	+1%	+$27.6K	0.39%	40
2025 Q4	$2.27M	Sell	35,118 -8,723	-20%	-$574K	0.2%	51
2025 Q3	$3.08M	Buy	43,841 +8,431	+24%	+$529K	0.38%	46
2025 Q2	$2.13M	Buy	35,410 +720	+2%	+$38.7K	0.29%	56
2025 Q1	$1.61M	Buy	34,690 +360	+1%	+$15.3K	0.23%	60
2024 Q4	$1.28M	Sell	34,330 -1,820	-5%	-$70.3K	0.21%	70
2024 Q3	$1.35M	Buy	36,150 +105	+0.3%	+$3.73K	0.2%	73
2024 Q2	$1.19M	Buy	+36,045	New	+$1.2M	0.17%	79

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank Hapoalim BM's SHLD Position: Q1 2026 in Review

Bank Hapoalim BM increased its Global X Defense Tech ETF (SHLD) stake by 1.1% in Q1 2026, buying an estimated $27.6K and bringing the position to 35,489 shares worth $2.51M. The position accounts for 0.39% of the portfolio, ranked #40.

Bank Hapoalim BM first reported a position in SHLD in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.08M in Q3 2025. 608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

Bank Hapoalim BM held 35,489 shares of Global X Defense Tech ETF worth $2.51M as of Q1 2026.
Bank Hapoalim BM bought 371 Global X Defense Tech ETF shares in Q1 2026, an estimated $27.6K.
Global X Defense Tech ETF made up 0.39% of Bank Hapoalim BM's portfolio in Q1 2026, its #40 holding.
Bank Hapoalim BM first reported a position in Global X Defense Tech ETF in Q2 2024 and has held it in 8 quarters since.
Bank Hapoalim BM's Global X Defense Tech ETF position peaked at $3.08M in Q3 2025.
608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Bank Hapoalim BM's 13F filing for Q1 2026, filed 4 May 2026.