Heartwood Wealth Advisors’s State Street My2029 Corporate Bond ETF MYCI Stock Holding History
Bought
Maintained
Sold
Other funds holding MYCI
Heartwood Wealth Advisors's MYCI Position: Q2 2026 in Review
Heartwood Wealth Advisors increased its State Street My2029 Corporate Bond ETF (MYCI) stake by 1.7% in Q2 2026, buying an estimated $167K and bringing the position to 400,188 shares worth $9.91M. The position accounts for 0.77% of the portfolio, ranked #28.
Heartwood Wealth Advisors first reported a position in MYCI in Q1 2025 and has held it in 6 quarters since. 4 funds tracked by Wall St. Rank hold MYCI as of Q2 2026.
- Heartwood Wealth Advisors held 400,188 shares of State Street My2029 Corporate Bond ETF worth $9.91M as of Q2 2026.
- Heartwood Wealth Advisors bought 6,717 State Street My2029 Corporate Bond ETF shares in Q2 2026, an estimated $167K.
- State Street My2029 Corporate Bond ETF made up 0.77% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #28 holding.
- Heartwood Wealth Advisors first reported a position in State Street My2029 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
- 4 funds tracked by Wall St. Rank held State Street My2029 Corporate Bond ETF as of Q2 2026.
Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.