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Sandbox Financial Partners’s Global X Defense Tech ETF SHLD Stock Holding History

Sandbox Financial Partners’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 		$558K Buy
7,881
+3,032
+63% +$226K 0.16% 68
2025
Q4 		$314K Buy
+4,849
New +$319K 0.09% 88

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HIIFS
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sandbox Financial Partners's SHLD Position: Q1 2026 in Review

Sandbox Financial Partners increased its Global X Defense Tech ETF (SHLD) stake by 63% in Q1 2026, buying an estimated $226K and bringing the position to 7,881 shares worth $558K. The position accounts for 0.16% of the portfolio, ranked #68.

Sandbox Financial Partners first reported a position in SHLD in Q4 2025 and has held it in 2 quarters since. 612 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Sandbox Financial Partners held 7,881 shares of Global X Defense Tech ETF worth $558K as of Q1 2026.
  • Sandbox Financial Partners bought 3,032 Global X Defense Tech ETF shares in Q1 2026, an estimated $226K.
  • Global X Defense Tech ETF made up 0.16% of Sandbox Financial Partners's portfolio in Q1 2026, its #68 holding.
  • Sandbox Financial Partners first reported a position in Global X Defense Tech ETF in Q4 2025 and has held it in 2 quarters since.
  • 612 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.