Belpointe Asset Management’s State Street My2028 Corporate Bond ETF MYCH Stock Holding History

Belpointe Asset Management’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
2026 Q3	$417K	Buy	16,961 +2,866	+20%	+$71.1K	0.01%	802
2026 Q2	$351K	Sell	14,095 -3,773	-21%	-$94K	0.01%	851
2026 Q1	$446K	Buy	+17,868	New	+$448K	0.02%	726

Other funds holding MYCH

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

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Gryphon Financial Partners Columbus, Ohio $1.16B AUM 23.33% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

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

Belpointe Asset Management's MYCH Position: Q3 2026 in Review

Belpointe Asset Management increased its State Street My2028 Corporate Bond ETF (MYCH) stake by 20% in Q3 2026, buying an estimated $71.1K and bringing the position to 16,961 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #802.

Belpointe Asset Management first reported a position in MYCH in Q1 2026 and has held it in 3 quarters since. The position peaked at $446K in Q1 2026. 16 funds tracked by Wall St. Rank hold MYCH as of Q3 2026.

Belpointe Asset Management held 16,961 shares of State Street My2028 Corporate Bond ETF worth $417K as of Q3 2026.
Belpointe Asset Management bought 2,866 State Street My2028 Corporate Bond ETF shares in Q3 2026, an estimated $71.1K.
State Street My2028 Corporate Bond ETF made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #802 holding.
Belpointe Asset Management first reported a position in State Street My2028 Corporate Bond ETF in Q1 2026 and has held it in 3 quarters since.
Belpointe Asset Management's State Street My2028 Corporate Bond ETF position peaked at $446K in Q1 2026.
16 funds tracked by Wall St. Rank held State Street My2028 Corporate Bond ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.