LPL Financial’s State Street My2027 Corporate Bond ETF MYCG Stock Holding History

LPL Financial’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	$6.79M	Buy	271,876 +8,312	+3%	+$208K	﹤0.01%	2511
2026 Q1	$6.59M	Buy	263,564 +32,999	+14%	+$826K	﹤0.01%	2392
2025 Q4	$5.77M	Buy	230,565 +24,240	+12%	+$607K	﹤0.01%	2410
2025 Q3	$5.18M	Buy	206,325 +35,817	+21%	+$896K	﹤0.01%	2430
2025 Q2	$4.26M	Buy	+170,508	New	+$4.24M	﹤0.01%	2448

Other funds holding MYCG

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

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 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 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

LPL Financial's MYCG Position: Q2 2026 in Review

LPL Financial increased its State Street My2027 Corporate Bond ETF (MYCG) stake by 3.2% in Q2 2026, buying an estimated $208K and bringing the position to 271,876 shares worth $6.79M. The position accounts for ﹤0.01% of the portfolio, ranked #2511.

LPL Financial first reported a position in MYCG in Q2 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold MYCG as of Q2 2026.

LPL Financial held 271,876 shares of State Street My2027 Corporate Bond ETF worth $6.79M as of Q2 2026.
LPL Financial bought 8,312 State Street My2027 Corporate Bond ETF shares in Q2 2026, an estimated $208K.
State Street My2027 Corporate Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2511 holding.
LPL Financial first reported a position in State Street My2027 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
17 funds tracked by Wall St. Rank held State Street My2027 Corporate Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.