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

HWA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

ECM

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

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

Global Financial Private Client sold out of State Street My2029 Municipal Bond ETF (MYMI) in Q2 2025, closing a stake of 5,947 shares — an estimated $145K sold.

Global Financial Private Client first reported a position in MYMI in Q4 2024 and held it in 2 quarters. The position peaked at $162K in Q4 2024. 4 funds tracked by Wall St. Rank hold MYMI as of Q2 2025.

Global Financial Private Client reported no remaining State Street My2029 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 5,947 State Street My2029 Municipal Bond ETF shares in Q2 2025, an estimated $145K.
Global Financial Private Client first reported a position in State Street My2029 Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
Global Financial Private Client's State Street My2029 Municipal Bond ETF position peaked at $162K in Q4 2024.
4 funds tracked by Wall St. Rank held State Street My2029 Municipal Bond ETF as of Q2 2025.

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