Beacon Financial Group’s State Street My2033 Corporate Bond ETF MYCM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$732K	Buy	31,227 +20,600	+194%	+$498K	0.07%	206
2026 Q2	$262K	Buy	+10,627	New	+$262K	0.02%	334

Other funds holding MYCM

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

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

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

Beacon Financial Group increased its State Street My2033 Corporate Bond ETF (MYCM) stake by 194% in Q3 2026, buying an estimated $498K and bringing the position to 31,227 shares worth $732K. The position accounts for 0.07% of the portfolio, ranked #206.

Beacon Financial Group first reported a position in MYCM in Q2 2026 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold MYCM as of Q3 2026.

Beacon Financial Group held 31,227 shares of State Street My2033 Corporate Bond ETF worth $732K as of Q3 2026.
Beacon Financial Group bought 20,600 State Street My2033 Corporate Bond ETF shares in Q3 2026, an estimated $498K.
State Street My2033 Corporate Bond ETF made up 0.07% of Beacon Financial Group's portfolio in Q3 2026, its #206 holding.
Beacon Financial Group first reported a position in State Street My2033 Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
3 funds tracked by Wall St. Rank held State Street My2033 Corporate Bond ETF as of Q3 2026.

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