Global Financial Private Client’s State Street My2027 Corporate Bond ETF MYCG Stock Holding History

Global Financial Private Client’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 Q3	$202K	Buy	+8,103	New	+$202K	0.06%	233
2026 Q2	–	Sell	-8,044	Closed	-$201K	–	259
2026 Q1	$201K	Sell	8,044 -118	-1%	-$2.96K	0.07%	234
2025 Q4	$204K	Sell	8,162 -136	-2%	-$3.41K	0.07%	225
2025 Q3	$208K	Sell	8,298 -605	-7%	-$15.1K	0.07%	226
2025 Q2	$223K	Buy	8,903 +644	+8%	+$16K	0.08%	208
2025 Q1	$206K	Sell	8,259 -117	-1%	-$2.9K	0.08%	194
2024 Q4	$207K	Buy	+8,376	New	+$208K	0.08%	195

Other funds holding MYCG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Hobbs Group Advisors Columbia, South Carolina $399M AUM 13.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

L2 Asset Management Wayland, Massachusetts $1.06B AUM 32.13% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return

Global Financial Private Client's MYCG Position: Q3 2026 in Review

Global Financial Private Client opened a new position in State Street My2027 Corporate Bond ETF (MYCG) in Q3 2026: 8,103 shares worth $202K. The stake represents 0.06% of the portfolio and ranks #233 among its holdings. This is a return to the name: Global Financial Private Client previously reported a position in MYCG as recently as Q1 2026.

Global Financial Private Client first reported a position in MYCG in Q4 2024 and has held it in 7 quarters since. The position peaked at $223K in Q2 2025. 18 funds tracked by Wall St. Rank hold MYCG as of Q3 2026.

Global Financial Private Client held 8,103 shares of State Street My2027 Corporate Bond ETF worth $202K as of Q3 2026.
State Street My2027 Corporate Bond ETF was a new Global Financial Private Client position in Q3 2026.
State Street My2027 Corporate Bond ETF made up 0.06% of Global Financial Private Client's portfolio in Q3 2026, its #233 holding.
Global Financial Private Client first reported a position in State Street My2027 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Global Financial Private Client's State Street My2027 Corporate Bond ETF position peaked at $223K in Q2 2025.
18 funds tracked by Wall St. Rank held State Street My2027 Corporate Bond ETF as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.