Lido Advisors’s State Street My2027 Corporate Bond ETF MYCG Stock Holding History

Lido Advisors’s Portfolio MYCG Stock Details MYCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.19M	Buy	128,224 +2,257	+2%	+$56.3K	0.01%	627
2026 Q2	$3.15M	Sell	125,967 -1,585	-1%	-$39.6K	0.01%	642
2026 Q1	$3.19M	Buy	127,552 +17,278	+16%	+$433K	0.01%	568
2025 Q4	$2.76M	Buy	+110,274	New	+$2.76M	0.01%	621

Other funds holding MYCG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Hobbs Group Advisors Columbia, South Carolina $399M AUM 13.95% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

BWM

Blossom Wealth Management San Ramon, Ca, California $74.5M AUM 12.74% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

Lido Advisors's MYCG Position: Q3 2026 in Review

Lido Advisors increased its State Street My2027 Corporate Bond ETF (MYCG) stake by 1.8% in Q3 2026, buying an estimated $56.3K and bringing the position to 128,224 shares worth $3.19M. The position accounts for 0.01% of the portfolio, ranked #627.

Lido Advisors first reported a position in MYCG in Q4 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold MYCG as of Q3 2026.

Lido Advisors held 128,224 shares of State Street My2027 Corporate Bond ETF worth $3.19M as of Q3 2026.
Lido Advisors bought 2,257 State Street My2027 Corporate Bond ETF shares in Q3 2026, an estimated $56.3K.
State Street My2027 Corporate Bond ETF made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #627 holding.
Lido Advisors first reported a position in State Street My2027 Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
14 funds tracked by Wall St. Rank held State Street My2027 Corporate Bond ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.