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IFC & Insurance Marketing’s Global X Defense Tech ETF SHLD Stock Holding History

IFC & Insurance Marketing’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
-92
Closed -$6K – 572
2025
Q4 		$6K Buy
+92
New +$6.06K 0.01% 484

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JP Morgan Chase
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Morgan Stanley
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Raymond James Financial
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Envestnet Asset Management
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IFC & Insurance Marketing's SHLD Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Global X Defense Tech ETF (SHLD) in Q1 2026, closing a stake of 92 shares — an estimated $6K sold.

IFC & Insurance Marketing first reported a position in SHLD in Q4 2025 and held it in 1 quarter. The position peaked at $6K in Q4 2025. 613 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Global X Defense Tech ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 92 Global X Defense Tech ETF shares in Q1 2026, an estimated $6K.
  • IFC & Insurance Marketing first reported a position in Global X Defense Tech ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Global X Defense Tech ETF position peaked at $6K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.