Lido Advisors’s State Street My2029 Municipal Bond ETF MYMI Stock Holding History

Lido Advisors’s Portfolio MYMI Stock Details MYMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.7M	Buy	68,937 +23,263	+51%	+$577K	0.01%	763
2025 Q4	$1.12M	Buy	+45,674	New	+$1.13M	﹤0.01%	960

Other funds holding MYMI

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Lido Advisors's MYMI Position: Q1 2026 in Review

Lido Advisors increased its State Street My2029 Municipal Bond ETF (MYMI) stake by 51% in Q1 2026, buying an estimated $577K and bringing the position to 68,937 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #763.

Lido Advisors first reported a position in MYMI in Q4 2025 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold MYMI as of Q1 2026.

Lido Advisors held 68,937 shares of State Street My2029 Municipal Bond ETF worth $1.7M as of Q1 2026.
Lido Advisors bought 23,263 State Street My2029 Municipal Bond ETF shares in Q1 2026, an estimated $577K.
State Street My2029 Municipal Bond ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #763 holding.
Lido Advisors first reported a position in State Street My2029 Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held State Street My2029 Municipal Bond ETF as of Q1 2026.

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