LPL Financial’s State Street My2029 Corporate Bond ETF MYCI Stock Holding History

LPL Financial’s Portfolio MYCI Stock Details MYCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.49M	Buy	59,994 +14,240	+31%	+$356K	﹤0.01%	3788
2025 Q4	$1.15M	Buy	45,754 +3,540	+8%	+$88.7K	﹤0.01%	3932
2025 Q3	$1.06M	Buy	42,214 +17,070	+68%	+$426K	﹤0.01%	3946
2025 Q2	$627K	Buy	+25,144	New	+$620K	﹤0.01%	4185

Other funds holding MYCI

HWA

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

GFPC

Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LPL Financial's MYCI Position: Q1 2026 in Review

LPL Financial increased its State Street My2029 Corporate Bond ETF (MYCI) stake by 31% in Q1 2026, buying an estimated $356K and bringing the position to 59,994 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #3788.

LPL Financial first reported a position in MYCI in Q2 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold MYCI as of Q1 2026.

LPL Financial held 59,994 shares of State Street My2029 Corporate Bond ETF worth $1.49M as of Q1 2026.
LPL Financial bought 14,240 State Street My2029 Corporate Bond ETF shares in Q1 2026, an estimated $356K.
State Street My2029 Corporate Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3788 holding.
LPL Financial first reported a position in State Street My2029 Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
16 funds tracked by Wall St. Rank held State Street My2029 Corporate Bond ETF as of Q1 2026.

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