James T. Borello’s Global X Defense Tech ETF SHLD Stock Holding History

James T. Borello’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 Q2	–	Sell	-67	Closed	-$4.75K	–	1282
2026 Q1	$4.75K	Buy	+67	New	+$4.99K	﹤0.01%	769

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

James T. Borello's SHLD Position: Q2 2026 in Review

James T. Borello sold out of Global X Defense Tech ETF (SHLD) in Q2 2026, closing a stake of 67 shares — an estimated $4.75K sold.

James T. Borello first reported a position in SHLD in Q1 2026 and held it in 1 quarter. The position peaked at $4.75K in Q1 2026. 612 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

James T. Borello reported no remaining Global X Defense Tech ETF position as of Q2 2026 after selling out during the quarter.
James T. Borello sold 67 Global X Defense Tech ETF shares in Q2 2026, an estimated $4.75K.
James T. Borello first reported a position in Global X Defense Tech ETF in Q1 2026 and held it in 1 quarter.
James T. Borello's Global X Defense Tech ETF position peaked at $4.75K in Q1 2026.
612 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on James T. Borello's 13F filing for Q2 2026, filed 16 Oct 2026.