FDW
MYCH

Fourth Dimension Wealth’s State Street My2028 Corporate Bond ETF MYCH Stock Holding History

Fourth Dimension Wealth’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 		$303K Buy
12,137
+715
+6% +$17.9K 0.11% 113
2025
Q4 		$287K Buy
+11,422
New +$287K 0.1% 110

Other funds holding MYCH

Lido Advisors
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
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

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

Fourth Dimension Wealth increased its State Street My2028 Corporate Bond ETF (MYCH) stake by 6.3% in Q1 2026, buying an estimated $17.9K and bringing the position to 12,137 shares worth $303K. The position accounts for 0.11% of the portfolio, ranked #113.

Fourth Dimension Wealth first reported a position in MYCH in Q4 2025 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold MYCH as of Q1 2026.

  • Fourth Dimension Wealth held 12,137 shares of State Street My2028 Corporate Bond ETF worth $303K as of Q1 2026.
  • Fourth Dimension Wealth bought 715 State Street My2028 Corporate Bond ETF shares in Q1 2026, an estimated $17.9K.
  • State Street My2028 Corporate Bond ETF made up 0.11% of Fourth Dimension Wealth's portfolio in Q1 2026, its #113 holding.
  • Fourth Dimension Wealth first reported a position in State Street My2028 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held State Street My2028 Corporate Bond ETF as of Q1 2026.

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