Carson Wealth (CWM LLC)’s State Street My2028 Corporate Bond ETF MYCH Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$15.6K	Buy	+625	New	+$15.7K	﹤0.01%	4561

Other funds holding MYCH

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GFP

Gryphon Financial Partners Columbus, Ohio $976M AUM 23.05% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MYCH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in State Street My2028 Corporate Bond ETF (MYCH) in Q1 2026: 625 shares worth $15.6K. The stake represents ﹤0.01% of the portfolio and ranks #4561 among its holdings.

26 funds tracked by Wall St. Rank hold MYCH as of Q1 2026.

Carson Wealth (CWM LLC) held 625 shares of State Street My2028 Corporate Bond ETF worth $15.6K as of Q1 2026.
State Street My2028 Corporate Bond ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
State Street My2028 Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4561 holding.
26 funds tracked by Wall St. Rank held State Street My2028 Corporate Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.