Lido Advisors
MYCG

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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FDW
Fourth Dimension Wealth Middleburg Heights, Ohio $316M AUM 29.82% 1-Year Est. Return

Lido Advisors's MYCG Position: Q2 2026 in Review

Lido Advisors reduced its State Street My2027 Corporate Bond ETF (MYCG) stake by 1.2% in Q2 2026, selling an estimated $39.6K and leaving 125,967 shares worth $3.15M. The position accounts for 0.01% of the portfolio, ranked #642.

Lido Advisors first reported a position in MYCG in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.19M in Q1 2026. 17 funds tracked by Wall St. Rank hold MYCG as of Q2 2026.

  • Lido Advisors held 125,967 shares of State Street My2027 Corporate Bond ETF worth $3.15M as of Q2 2026.
  • Lido Advisors sold 1,585 State Street My2027 Corporate Bond ETF shares in Q2 2026, an estimated $39.6K.
  • State Street My2027 Corporate Bond ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #642 holding.
  • Lido Advisors first reported a position in State Street My2027 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Lido Advisors's State Street My2027 Corporate Bond ETF position peaked at $3.19M in Q1 2026.
  • 17 funds tracked by Wall St. Rank held State Street My2027 Corporate Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.