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 Q2	$323K	Buy	12,980 +843	+7%	+$21K	0.1%	129
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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HWA

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GFP

Gryphon Financial Partners Columbus, Ohio $1.13B AUM 30.28% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Fourth Dimension Wealth's MYCH Position: Q2 2026 in Review

Fourth Dimension Wealth increased its State Street My2028 Corporate Bond ETF (MYCH) stake by 6.9% in Q2 2026, buying an estimated $21K and bringing the position to 12,980 shares worth $323K. The position accounts for 0.1% of the portfolio, ranked #129.

Fourth Dimension Wealth first reported a position in MYCH in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold MYCH as of Q2 2026.

Fourth Dimension Wealth held 12,980 shares of State Street My2028 Corporate Bond ETF worth $323K as of Q2 2026.
Fourth Dimension Wealth bought 843 State Street My2028 Corporate Bond ETF shares in Q2 2026, an estimated $21K.
State Street My2028 Corporate Bond ETF made up 0.1% of Fourth Dimension Wealth's portfolio in Q2 2026, its #129 holding.
Fourth Dimension Wealth first reported a position in State Street My2028 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
19 funds tracked by Wall St. Rank held State Street My2028 Corporate Bond ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.