Global Financial Private Client’s State Street My2033 Corporate Bond ETF MYCM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$510K	Sell	20,667 -408	-2%	-$10.1K	0.14%	164
2026 Q1	$521K	Buy	21,075 +4,311	+26%	+$108K	0.17%	146
2025 Q4	$418K	Sell	16,764 -352	-2%	-$8.81K	0.15%	158
2025 Q3	$429K	Sell	17,116 -1,082	-6%	-$26.8K	0.15%	159
2025 Q2	$450K	Buy	18,198 +5,045	+38%	+$122K	0.17%	142
2025 Q1	$321K	Sell	13,153 -182	-1%	-$4.39K	0.12%	165
2024 Q4	$320K	Buy	+13,335	New	+$326K	0.12%	166

Other funds holding MYCM

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

PAG

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

BFG

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

IWS

Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return

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

Global Financial Private Client reduced its State Street My2033 Corporate Bond ETF (MYCM) stake by 1.9% in Q2 2026, selling an estimated $10.1K and leaving 20,667 shares worth $510K. The position accounts for 0.14% of the portfolio, ranked #164.

Global Financial Private Client first reported a position in MYCM in Q4 2024 and has held it in 7 quarters since. The position peaked at $521K in Q1 2026. 5 funds tracked by Wall St. Rank hold MYCM as of Q2 2026.

Global Financial Private Client held 20,667 shares of State Street My2033 Corporate Bond ETF worth $510K as of Q2 2026.
Global Financial Private Client sold 408 State Street My2033 Corporate Bond ETF shares in Q2 2026, an estimated $10.1K.
State Street My2033 Corporate Bond ETF made up 0.14% of Global Financial Private Client's portfolio in Q2 2026, its #164 holding.
Global Financial Private Client first reported a position in State Street My2033 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Global Financial Private Client's State Street My2033 Corporate Bond ETF position peaked at $521K in Q1 2026.
5 funds tracked by Wall St. Rank held State Street My2033 Corporate Bond ETF as of Q2 2026.

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