Heartwood Wealth Advisors’s State Street My2031 Municipal Bond ETF MYMK Stock Holding History

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

Heartwood Wealth Advisors increased its State Street My2031 Municipal Bond ETF (MYMK) stake by 14% in Q2 2026, buying an estimated $912K and bringing the position to 301,746 shares worth $7.58M. The position accounts for 0.59% of the portfolio, ranked #37.

Heartwood Wealth Advisors first reported a position in MYMK in Q1 2026 and has held it in 2 quarters since. 1 fund tracked by Wall St. Rank holds MYMK as of Q2 2026.

• Heartwood Wealth Advisors held 301,746 shares of State Street My2031 Municipal Bond ETF worth $7.58M as of Q2 2026.
• Heartwood Wealth Advisors bought 36,483 State Street My2031 Municipal Bond ETF shares in Q2 2026, an estimated $912K.
• State Street My2031 Municipal Bond ETF made up 0.59% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #37 holding.
• Heartwood Wealth Advisors first reported a position in State Street My2031 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
• 1 fund tracked by Wall St. Rank held State Street My2031 Municipal Bond ETF as of Q2 2026.

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