Beacon Financial Group’s State Street My2029 Corporate Bond ETF MYCI Stock Holding History

Beacon Financial Group’s Portfolio MYCI Stock Details MYCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$269K	Hold	11,097	–	–	0.02%	334
2026 Q2	$275K	Buy	+11,097	New	+$275K	0.03%	322

Other funds holding MYCI

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Beacon Financial Group's MYCI Position: Q3 2026 in Review

Beacon Financial Group held its State Street My2029 Corporate Bond ETF (MYCI) position steady in Q3 2026 at 11,097 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #334.

Beacon Financial Group first reported a position in MYCI in Q2 2026 and has held it in 2 quarters since. The position peaked at $275K in Q2 2026. 4 funds tracked by Wall St. Rank hold MYCI as of Q3 2026.

Beacon Financial Group held 11,097 shares of State Street My2029 Corporate Bond ETF worth $269K as of Q3 2026.
Beacon Financial Group left its State Street My2029 Corporate Bond ETF share count unchanged in Q3 2026.
State Street My2029 Corporate Bond ETF made up 0.02% of Beacon Financial Group's portfolio in Q3 2026, its #334 holding.
Beacon Financial Group first reported a position in State Street My2029 Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
Beacon Financial Group's State Street My2029 Corporate Bond ETF position peaked at $275K in Q2 2026.
4 funds tracked by Wall St. Rank held State Street My2029 Corporate Bond ETF as of Q3 2026.

Based on Beacon Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.