HWA
MYCJ

Heartwood Wealth Advisors’s State Street My2030 Corporate Bond ETF MYCJ Stock Holding History

Heartwood Wealth Advisors’s Portfolio MYCJ Stock Details MYCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.9M Buy
400,902
+6,801
+2% +$168K 0.77% 29
2026
Q1 		$9.78M Buy
394,101
+45,507
+13% +$1.14M 0.85% 29
2025
Q4 		$8.72M Buy
348,594
+6,832
+2% +$171K 0.8% 27
2025
Q3 		$8.57M Buy
341,762
+6,406
+2% +$160K 0.8% 28
2025
Q2 		$8.35M Buy
335,356
+1,869
+0.6% +$45.8K 0.87% 27
2025
Q1 		$8.21M Buy
+333,487
New +$8.13M 0.94% 27

Other funds holding MYCJ

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
IWS
Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Heartwood Wealth Advisors increased its State Street My2030 Corporate Bond ETF (MYCJ) stake by 1.7% in Q2 2026, buying an estimated $168K and bringing the position to 400,902 shares worth $9.9M. The position accounts for 0.77% of the portfolio, ranked #29.

Heartwood Wealth Advisors first reported a position in MYCJ in Q1 2025 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold MYCJ as of Q2 2026.

  • Heartwood Wealth Advisors held 400,902 shares of State Street My2030 Corporate Bond ETF worth $9.9M as of Q2 2026.
  • Heartwood Wealth Advisors bought 6,801 State Street My2030 Corporate Bond ETF shares in Q2 2026, an estimated $168K.
  • State Street My2030 Corporate Bond ETF made up 0.77% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Heartwood Wealth Advisors first reported a position in State Street My2030 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 8 funds tracked by Wall St. Rank held State Street My2030 Corporate Bond ETF as of Q2 2026.

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