LPL Financial
MYCG

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
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SA
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
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

LPL Financial's MYCG Position: Q1 2026 in Review

LPL Financial increased its State Street My2027 Corporate Bond ETF (MYCG) stake by 14% in Q1 2026, buying an estimated $826K and bringing the position to 263,564 shares worth $6.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

LPL Financial first reported a position in MYCG in Q2 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold MYCG as of Q1 2026.

  • LPL Financial held 263,564 shares of State Street My2027 Corporate Bond ETF worth $6.59M as of Q1 2026.
  • LPL Financial bought 32,999 State Street My2027 Corporate Bond ETF shares in Q1 2026, an estimated $826K.
  • State Street My2027 Corporate Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2392 holding.
  • LPL Financial first reported a position in State Street My2027 Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held State Street My2027 Corporate Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.