Carson Wealth (CWM LLC)
MYMG

Carson Wealth (CWM LLC)’s State Street My2027 Municipal Bond ETF MYMG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MYMG Stock Details MYMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$298K Hold
12,068
– – ﹤0.01% 2383
2025
Q4 		$298K Hold
12,068
– – ﹤0.01% 2262
2025
Q3 		$299K Hold
12,068
– – ﹤0.01% 2143
2025
Q2 		$297K Hold
12,068
– – ﹤0.01% 1877
2025
Q1 		$298K Hold
12,068
– – ﹤0.01% 1678
2024
Q4 		$299K Buy
+12,068
New +$301K ﹤0.01% 1593

Other funds holding MYMG

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its State Street My2027 Municipal Bond ETF (MYMG) position steady in Q1 2026 at 12,068 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #2383.

Carson Wealth (CWM LLC) first reported a position in MYMG in Q4 2024 and has held it in 6 quarters since. The position peaked at $299K in Q3 2025. 5 funds tracked by Wall St. Rank hold MYMG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,068 shares of State Street My2027 Municipal Bond ETF worth $298K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its State Street My2027 Municipal Bond ETF share count unchanged in Q1 2026.
  • State Street My2027 Municipal Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2383 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street My2027 Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s State Street My2027 Municipal Bond ETF position peaked at $299K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held State Street My2027 Municipal Bond ETF as of Q1 2026.

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