Global Financial Private Client’s State Street My2027 Municipal Bond ETF MYMG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,891	Closed	-$46.7K	–	1666
2025 Q1	$46.7K	Sell	1,891 -125	-6%	-$3.1K	0.02%	334
2024 Q4	$50K	Buy	+2,016	New	+$50.2K	0.02%	321

Other funds holding MYMG

ECM

Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Financial Private Client's MYMG Position: Q2 2025 in Review

Global Financial Private Client sold out of State Street My2027 Municipal Bond ETF (MYMG) in Q2 2025, closing a stake of 1,891 shares — an estimated $46.7K sold.

Global Financial Private Client first reported a position in MYMG in Q4 2024 and held it in 2 quarters. The position peaked at $50K in Q4 2024. 3 funds tracked by Wall St. Rank hold MYMG as of Q2 2025.

Global Financial Private Client reported no remaining State Street My2027 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 1,891 State Street My2027 Municipal Bond ETF shares in Q2 2025, an estimated $46.7K.
Global Financial Private Client first reported a position in State Street My2027 Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
Global Financial Private Client's State Street My2027 Municipal Bond ETF position peaked at $50K in Q4 2024.
3 funds tracked by Wall St. Rank held State Street My2027 Municipal Bond ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.