Carson Wealth (CWM LLC)’s State Street My2029 Corporate Bond ETF MYCI Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$13.7K	Buy	+550	New	+$13.8K	﹤0.01%	4641

Other funds holding MYCI

HWA

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

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LAM

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

LPL Financial San Diego, California $377B AUM 19.32% 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

GFPC

Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in State Street My2029 Corporate Bond ETF (MYCI) in Q1 2026: 550 shares worth $13.7K. The stake represents ﹤0.01% of the portfolio and ranks #4641 among its holdings.

16 funds tracked by Wall St. Rank hold MYCI as of Q1 2026.

Carson Wealth (CWM LLC) held 550 shares of State Street My2029 Corporate Bond ETF worth $13.7K as of Q1 2026.
State Street My2029 Corporate Bond ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
State Street My2029 Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4641 holding.
16 funds tracked by Wall St. Rank held State Street My2029 Corporate Bond ETF as of Q1 2026.

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