Gradient Investments’s State Street My2027 Corporate Bond ETF MYCG Stock Holding History

Gradient Investments’s Portfolio MYCG Stock Details MYCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.54M	Buy	182,395 +82,599	+83%	+$2.06M	0.06%	216
2026 Q2	$2.49M	Sell	99,796 -4,755	-5%	-$119K	0.03%	244
2026 Q1	$2.61M	Sell	104,551 -15,983	-13%	-$400K	0.04%	230
2025 Q4	$3.02M	Buy	120,534 +87,364	+263%	+$2.19M	0.05%	182
2025 Q3	$832K	Sell	33,170 -5,651	-15%	-$141K	0.01%	272
2025 Q2	$971K	Buy	38,821 +89	+0.2%	+$2.21K	0.02%	232
2025 Q1	$965K	Sell	38,732 -6,484	-14%	-$161K	0.02%	199
2024 Q4	$1.12M	Buy	+45,216	New	+$1.12M	0.02%	187

Other funds holding MYCG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Hobbs Group Advisors Columbia, South Carolina $399M AUM 13.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

L2 Asset Management Wayland, Massachusetts $1.06B AUM 32.13% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Gradient Investments's MYCG Position: Q3 2026 in Review

Gradient Investments increased its State Street My2027 Corporate Bond ETF (MYCG) stake by 83% in Q3 2026, buying an estimated $2.06M and bringing the position to 182,395 shares worth $4.54M. The position accounts for 0.06% of the portfolio, ranked #216.

Gradient Investments first reported a position in MYCG in Q4 2024 and has held it in 8 quarters since. 18 funds tracked by Wall St. Rank hold MYCG as of Q3 2026.

Gradient Investments held 182,395 shares of State Street My2027 Corporate Bond ETF worth $4.54M as of Q3 2026.
Gradient Investments bought 82,599 State Street My2027 Corporate Bond ETF shares in Q3 2026, an estimated $2.06M.
State Street My2027 Corporate Bond ETF made up 0.06% of Gradient Investments's portfolio in Q3 2026, its #216 holding.
Gradient Investments first reported a position in State Street My2027 Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
18 funds tracked by Wall St. Rank held State Street My2027 Corporate Bond ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.