Heartwood Wealth Advisors’s State Street My2030 Municipal Bond ETF MYMJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.35M	Buy	335,562 +40,667	+14%	+$1.01M	0.65%	33
2026 Q1	$7.3M	Buy	294,895 +58,370	+25%	+$1.46M	0.64%	33
2025 Q4	$5.88M	Buy	236,525 +2,443	+1%	+$60.7K	0.54%	33
2025 Q3	$5.8M	Buy	234,082 +5,723	+3%	+$140K	0.54%	33
2025 Q2	$5.59M	Buy	228,359 +365	+0.2%	+$8.87K	0.58%	31
2025 Q1	$5.59M	Buy	+227,994	New	+$5.63M	0.64%	31

Other funds holding MYMJ

GFPC

Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

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

Heartwood Wealth Advisors increased its State Street My2030 Municipal Bond ETF (MYMJ) stake by 14% in Q2 2026, buying an estimated $1.01M and bringing the position to 335,562 shares worth $8.35M. The position accounts for 0.65% of the portfolio, ranked #33.

Heartwood Wealth Advisors first reported a position in MYMJ in Q1 2025 and has held it in 6 quarters since. 2 funds tracked by Wall St. Rank hold MYMJ as of Q2 2026.

Heartwood Wealth Advisors held 335,562 shares of State Street My2030 Municipal Bond ETF worth $8.35M as of Q2 2026.
Heartwood Wealth Advisors bought 40,667 State Street My2030 Municipal Bond ETF shares in Q2 2026, an estimated $1.01M.
State Street My2030 Municipal Bond ETF made up 0.65% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Heartwood Wealth Advisors first reported a position in State Street My2030 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
2 funds tracked by Wall St. Rank held State Street My2030 Municipal Bond ETF as of Q2 2026.

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