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Beacon Financial Group’s State Street My2028 Corporate Bond ETF MYCH Stock Holding History

Beacon Financial Group’s Portfolio MYCH Stock Details MYCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,783
Closed -$221K – 360
2025
Q3 		$221K Buy
+8,783
New +$220K 0.02% 333

Other funds holding MYCH

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return

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

Beacon Financial Group sold out of State Street My2028 Corporate Bond ETF (MYCH) in Q4 2025, closing a stake of 8,783 shares — an estimated $221K sold.

Beacon Financial Group first reported a position in MYCH in Q3 2025 and held it in 1 quarter. The position peaked at $221K in Q3 2025. 14 funds tracked by Wall St. Rank hold MYCH as of Q4 2025.

  • Beacon Financial Group reported no remaining State Street My2028 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Group sold 8,783 State Street My2028 Corporate Bond ETF shares in Q4 2025, an estimated $221K.
  • Beacon Financial Group first reported a position in State Street My2028 Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Beacon Financial Group's State Street My2028 Corporate Bond ETF position peaked at $221K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held State Street My2028 Corporate Bond ETF as of Q4 2025.

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