BFG
MYCG

Beacon Financial Group’s State Street My2027 Corporate Bond ETF MYCG Stock Holding History

Beacon Financial Group’s Portfolio MYCG Stock Details MYCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,798
Closed -$221K – 361
2025
Q3 		$221K Buy
8,798
+798
+10% +$20K 0.02% 332
2025
Q2 		$200K Buy
+8,000
New +$199K 0.02% 334

Other funds holding MYCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FDW
Fourth Dimension Wealth Middleburg Heights, Ohio $316M AUM 29.82% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

Beacon Financial Group's MYCG Position: Q4 2025 in Review

Beacon Financial Group sold out of State Street My2027 Corporate Bond ETF (MYCG) in Q4 2025, closing a stake of 8,798 shares — an estimated $221K sold.

Beacon Financial Group first reported a position in MYCG in Q2 2025 and held it in 2 quarters. The position peaked at $221K in Q3 2025. 15 funds tracked by Wall St. Rank hold MYCG as of Q4 2025.

  • Beacon Financial Group reported no remaining State Street My2027 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Group sold 8,798 State Street My2027 Corporate Bond ETF shares in Q4 2025, an estimated $221K.
  • Beacon Financial Group first reported a position in State Street My2027 Corporate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Beacon Financial Group's State Street My2027 Corporate Bond ETF position peaked at $221K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held State Street My2027 Corporate Bond ETF as of Q4 2025.

Based on Beacon Financial Group's 13F filing for Q4 2025, filed 1 Apr 2026.