HWA
MYCH

Heartwood Wealth Advisors’s State Street My2028 Corporate Bond ETF MYCH Stock Holding History

Heartwood Wealth Advisors’s Portfolio MYCH Stock Details MYCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.94M Buy
399,291
+6,623
+2% +$165K 0.77% 27
2026
Q1 		$9.8M Buy
392,668
+52,955
+16% +$1.33M 0.85% 26
2025
Q4 		$8.52M Buy
339,713
+3,995
+1% +$100K 0.79% 30
2025
Q3 		$8.44M Buy
335,718
+6,529
+2% +$163K 0.79% 30
2025
Q2 		$8.24M Buy
329,189
+3,542
+1% +$87.9K 0.86% 29
2025
Q1 		$8.1M Buy
+325,647
New +$8.03M 0.92% 29

Other funds holding MYCH

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Heartwood Wealth Advisors's MYCH Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its State Street My2028 Corporate Bond ETF (MYCH) stake by 1.7% in Q2 2026, buying an estimated $165K and bringing the position to 399,291 shares worth $9.94M. The position accounts for 0.77% of the portfolio, ranked #27.

Heartwood Wealth Advisors first reported a position in MYCH in Q1 2025 and has held it in 6 quarters since. 6 funds tracked by Wall St. Rank hold MYCH as of Q2 2026.

  • Heartwood Wealth Advisors held 399,291 shares of State Street My2028 Corporate Bond ETF worth $9.94M as of Q2 2026.
  • Heartwood Wealth Advisors bought 6,623 State Street My2028 Corporate Bond ETF shares in Q2 2026, an estimated $165K.
  • State Street My2028 Corporate Bond ETF made up 0.77% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Heartwood Wealth Advisors first reported a position in State Street My2028 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 6 funds tracked by Wall St. Rank held State Street My2028 Corporate Bond ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.