Global Financial Private Client’s State Street My2030 Corporate Bond ETF MYCJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$809K	Sell	32,619 -545	-2%	-$13.6K	0.26%	113
2025 Q4	$829K	Sell	33,164 -705	-2%	-$17.6K	0.29%	102
2025 Q3	$849K	Sell	33,869 -2,091	-6%	-$52.1K	0.3%	99
2025 Q2	$895K	Buy	35,960 +13,636	+61%	+$334K	0.34%	84
2025 Q1	$550K	Sell	22,324 -301	-1%	-$7.33K	0.21%	118
2024 Q4	$548K	Buy	+22,625	New	+$554K	0.21%	124

Other funds holding MYCJ

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return