FDW
MYCG

Fourth Dimension Wealth’s State Street My2027 Corporate Bond ETF MYCG Stock Holding History

Fourth Dimension Wealth’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
Q1 		$760K Buy
30,395
+1,786
+6% +$44.7K 0.29% 63
2025
Q4 		$716K Buy
28,609
+17,414
+156% +$436K 0.26% 67
2025
Q3 		$281K Buy
+11,195
New +$280K 0.11% 107

Other funds holding MYCG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $445M AUM 26.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BWM
Blossom Wealth Management San Ramon, Ca, California $67.4M AUM 23.26% 1-Year Est. Return

Fourth Dimension Wealth's MYCG Position: Q1 2026 in Review

Fourth Dimension Wealth increased its State Street My2027 Corporate Bond ETF (MYCG) stake by 6.2% in Q1 2026, buying an estimated $44.7K and bringing the position to 30,395 shares worth $760K. The position accounts for 0.29% of the portfolio, ranked #63.

Fourth Dimension Wealth first reported a position in MYCG in Q3 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold MYCG as of Q1 2026.

  • Fourth Dimension Wealth held 30,395 shares of State Street My2027 Corporate Bond ETF worth $760K as of Q1 2026.
  • Fourth Dimension Wealth bought 1,786 State Street My2027 Corporate Bond ETF shares in Q1 2026, an estimated $44.7K.
  • State Street My2027 Corporate Bond ETF made up 0.29% of Fourth Dimension Wealth's portfolio in Q1 2026, its #63 holding.
  • Fourth Dimension Wealth first reported a position in State Street My2027 Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held State Street My2027 Corporate Bond ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.