Global Financial Private Client’s State Street My2029 Corporate Bond ETF MYCI Stock Holding History

Global Financial Private Client’s Portfolio MYCI Stock Details MYCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$699K	Sell	28,205 -372	-1%	-$9.22K	0.19%	135
2026 Q1	$711K	Sell	28,577 -477	-2%	-$11.9K	0.23%	127
2025 Q4	$728K	Sell	29,054 -614	-2%	-$15.4K	0.26%	112
2025 Q3	$744K	Sell	29,668 -1,826	-6%	-$45.6K	0.27%	110
2025 Q2	$786K	Buy	31,494 +9,311	+42%	+$230K	0.29%	96
2025 Q1	$549K	Sell	22,183 -299	-1%	-$7.33K	0.21%	120
2024 Q4	$548K	Buy	+22,482	New	+$553K	0.21%	123

Other funds holding MYCI

HWA

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

Global Financial Private Client reduced its State Street My2029 Corporate Bond ETF (MYCI) stake by 1.3% in Q2 2026, selling an estimated $9.22K and leaving 28,205 shares worth $699K. The position accounts for 0.19% of the portfolio, ranked #135.

Global Financial Private Client first reported a position in MYCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $786K in Q2 2025. 4 funds tracked by Wall St. Rank hold MYCI as of Q2 2026.

Global Financial Private Client held 28,205 shares of State Street My2029 Corporate Bond ETF worth $699K as of Q2 2026.
Global Financial Private Client sold 372 State Street My2029 Corporate Bond ETF shares in Q2 2026, an estimated $9.22K.
State Street My2029 Corporate Bond ETF made up 0.19% of Global Financial Private Client's portfolio in Q2 2026, its #135 holding.
Global Financial Private Client first reported a position in State Street My2029 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Global Financial Private Client's State Street My2029 Corporate Bond ETF position peaked at $786K in Q2 2025.
4 funds tracked by Wall St. Rank held State Street My2029 Corporate Bond ETF as of Q2 2026.

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