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Harbor Investment Advisory’s Global X Defense Tech ETF SHLD Stock Holding History

Harbor Investment Advisory’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 		– Sell
-234
Closed -$15.2K – 1345
2025
Q4 		$15.2K Hold
234
– – ﹤0.01% 865
2025
Q3 		$16.4K Buy
+234
New +$14.7K ﹤0.01% 817

Other funds holding SHLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Harbor Investment Advisory's SHLD Position: Q1 2026 in Review

Harbor Investment Advisory sold out of Global X Defense Tech ETF (SHLD) in Q1 2026, closing a stake of 234 shares — an estimated $15.2K sold.

Harbor Investment Advisory first reported a position in SHLD in Q3 2025 and held it in 2 quarters. The position peaked at $16.4K in Q3 2025. 609 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Harbor Investment Advisory reported no remaining Global X Defense Tech ETF position as of Q1 2026 after selling out during the quarter.
  • Harbor Investment Advisory sold 234 Global X Defense Tech ETF shares in Q1 2026, an estimated $15.2K.
  • Harbor Investment Advisory first reported a position in Global X Defense Tech ETF in Q3 2025 and held it in 2 quarters.
  • Harbor Investment Advisory's Global X Defense Tech ETF position peaked at $16.4K in Q3 2025.
  • 609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.