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 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 $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

FDW

Fourth Dimension Wealth Middleburg Heights, Ohio $316M AUM 29.82% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

BWM

Blossom Wealth Management San Ramon, Ca, California $71M AUM 18.12% 1-Year Est. Return

PAG

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

OFS Enterprise Kearney, Nebraska $392M AUM

Global Financial Private Client's MYCG Position: Q2 2026 in Review

Global Financial Private Client sold out of State Street My2027 Corporate Bond ETF (MYCG) in Q2 2026, closing a stake of 8,044 shares — an estimated $201K sold.

Global Financial Private Client first reported a position in MYCG in Q4 2024 and held it in 6 quarters. The position peaked at $223K in Q2 2025. 10 funds tracked by Wall St. Rank hold MYCG as of Q2 2026.

Global Financial Private Client reported no remaining State Street My2027 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Global Financial Private Client sold 8,044 State Street My2027 Corporate Bond ETF shares in Q2 2026, an estimated $201K.
Global Financial Private Client first reported a position in State Street My2027 Corporate Bond ETF in Q4 2024 and held it in 6 quarters.
Global Financial Private Client's State Street My2027 Corporate Bond ETF position peaked at $223K in Q2 2025.
10 funds tracked by Wall St. Rank held State Street My2027 Corporate Bond ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.