Heartwood Wealth Advisors’s State Street My2029 Municipal Bond ETF MYMI Stock Holding History

Heartwood Wealth Advisors’s Portfolio MYMI Stock Details MYMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.98M	Buy	322,794 +36,838	+13%	+$908K	0.62%	35
2026 Q1	$7.04M	Buy	285,956 +48,887	+21%	+$1.21M	0.61%	35
2025 Q4	$5.84M	Buy	237,069 +2,477	+1%	+$61K	0.54%	34
2025 Q3	$5.78M	Buy	234,592 +5,737	+3%	+$140K	0.54%	34
2025 Q2	$5.59M	Buy	228,855 +365	+0.2%	+$8.86K	0.58%	32
2025 Q1	$5.59M	Buy	+228,490	New	+$5.62M	0.64%	32

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

Heartwood Wealth Advisors increased its State Street My2029 Municipal Bond ETF (MYMI) stake by 13% in Q2 2026, buying an estimated $908K and bringing the position to 322,794 shares worth $7.98M. The position accounts for 0.62% of the portfolio, ranked #35.

Heartwood Wealth Advisors first reported a position in MYMI in Q1 2025 and has held it in 6 quarters since. 1 fund tracked by Wall St. Rank holds MYMI as of Q2 2026.

Heartwood Wealth Advisors held 322,794 shares of State Street My2029 Municipal Bond ETF worth $7.98M as of Q2 2026.
Heartwood Wealth Advisors bought 36,838 State Street My2029 Municipal Bond ETF shares in Q2 2026, an estimated $908K.
State Street My2029 Municipal Bond ETF made up 0.62% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Heartwood Wealth Advisors first reported a position in State Street My2029 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
1 fund tracked by Wall St. Rank held State Street My2029 Municipal Bond ETF as of Q2 2026.

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