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 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 $445B AUM 25.58% 1-Year Est. Return

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

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

FDW

Fourth Dimension Wealth Middleburg Heights, Ohio $316M AUM 29.82% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

BWM

Blossom Wealth Management San Ramon, Ca, California $71M AUM 18.12% 1-Year Est. Return

PAG

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

OFS Enterprise Kearney, Nebraska $392M AUM

Gradient Investments's MYCG Position: Q2 2026 in Review

Gradient Investments reduced its State Street My2027 Corporate Bond ETF (MYCG) stake by 4.5% in Q2 2026, selling an estimated $119K and leaving 99,796 shares worth $2.49M. The position accounts for 0.03% of the portfolio, ranked #244.

Gradient Investments first reported a position in MYCG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.02M in Q4 2025. 10 funds tracked by Wall St. Rank hold MYCG as of Q2 2026.

Gradient Investments held 99,796 shares of State Street My2027 Corporate Bond ETF worth $2.49M as of Q2 2026.
Gradient Investments sold 4,755 State Street My2027 Corporate Bond ETF shares in Q2 2026, an estimated $119K.
State Street My2027 Corporate Bond ETF made up 0.03% of Gradient Investments's portfolio in Q2 2026, its #244 holding.
Gradient Investments first reported a position in State Street My2027 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Gradient Investments's State Street My2027 Corporate Bond ETF position peaked at $3.02M in Q4 2025.
10 funds tracked by Wall St. Rank held State Street My2027 Corporate Bond ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.