BAM
MYCG

Belpointe Asset Management’s State Street My2027 Corporate Bond ETF MYCG Stock Holding History

Belpointe Asset Management’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
2026
Q2 		$964K Buy
38,583
+20,869
+118% +$521K 0.03% 510
2026
Q1 		$443K Buy
+17,714
New +$444K 0.02% 727

Other funds holding MYCG

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 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
BWM
Blossom Wealth Management San Ramon, Ca, California $71M AUM 18.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM

Belpointe Asset Management's MYCG Position: Q2 2026 in Review

Belpointe Asset Management increased its State Street My2027 Corporate Bond ETF (MYCG) stake by 118% in Q2 2026, buying an estimated $521K and bringing the position to 38,583 shares worth $964K. The position accounts for 0.03% of the portfolio, ranked #510.

Belpointe Asset Management first reported a position in MYCG in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold MYCG as of Q2 2026.

  • Belpointe Asset Management held 38,583 shares of State Street My2027 Corporate Bond ETF worth $964K as of Q2 2026.
  • Belpointe Asset Management bought 20,869 State Street My2027 Corporate Bond ETF shares in Q2 2026, an estimated $521K.
  • State Street My2027 Corporate Bond ETF made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #510 holding.
  • Belpointe Asset Management first reported a position in State Street My2027 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held State Street My2027 Corporate Bond ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.