Global Financial Private Client’s State Street My2029 Municipal Bond ETF MYMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,947	Closed	-$145K	–	1667
2025 Q1	$145K	Sell	5,947 -627	-10%	-$15.4K	0.06%	228
2024 Q4	$162K	Buy	+6,574	New	+$163K	0.06%	217

Other funds holding MYMI

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

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

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return