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 Q2	$1.64M	Sell	66,341 -2,596	-4%	-$64K	﹤0.01%	876
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 $85.1B AUM 27.35% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Lido Advisors's MYMI Position: Q2 2026 in Review

Lido Advisors reduced its State Street My2029 Municipal Bond ETF (MYMI) stake by 3.8% in Q2 2026, selling an estimated $64K and leaving 66,341 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Lido Advisors first reported a position in MYMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.7M in Q1 2026. 5 funds tracked by Wall St. Rank hold MYMI as of Q2 2026.

Lido Advisors held 66,341 shares of State Street My2029 Municipal Bond ETF worth $1.64M as of Q2 2026.
Lido Advisors sold 2,596 State Street My2029 Municipal Bond ETF shares in Q2 2026, an estimated $64K.
State Street My2029 Municipal Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #876 holding.
Lido Advisors first reported a position in State Street My2029 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
Lido Advisors's State Street My2029 Municipal Bond ETF position peaked at $1.7M in Q1 2026.
5 funds tracked by Wall St. Rank held State Street My2029 Municipal Bond ETF as of Q2 2026.

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