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 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 $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return

HGA

Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $445M AUM 26.09% 1-Year Est. Return

FDW

Fourth Dimension Wealth Middleburg Heights, Ohio $264M AUM 19.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BWM

Blossom Wealth Management San Ramon, Ca, California $67.4M AUM 23.26% 1-Year Est. Return

Lido Advisors's MYCG Position: Q1 2026 in Review

Lido Advisors increased its State Street My2027 Corporate Bond ETF (MYCG) stake by 16% in Q1 2026, buying an estimated $433K and bringing the position to 127,552 shares worth $3.19M. The position accounts for 0.01% of the portfolio, ranked #568.

Lido Advisors first reported a position in MYCG in Q4 2025 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold MYCG as of Q1 2026.

Lido Advisors held 127,552 shares of State Street My2027 Corporate Bond ETF worth $3.19M as of Q1 2026.
Lido Advisors bought 17,278 State Street My2027 Corporate Bond ETF shares in Q1 2026, an estimated $433K.
State Street My2027 Corporate Bond ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #568 holding.
Lido Advisors first reported a position in State Street My2027 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
17 funds tracked by Wall St. Rank held State Street My2027 Corporate Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.