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 Q2	$1.53M	Buy	61,768 +1,774	+3%	+$44K	﹤0.01%	4034
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

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

LPL Financial's MYCI Position: Q2 2026 in Review

LPL Financial increased its State Street My2029 Corporate Bond ETF (MYCI) stake by 3% in Q2 2026, buying an estimated $44K and bringing the position to 61,768 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #4034.

LPL Financial first reported a position in MYCI in Q2 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold MYCI as of Q2 2026.

LPL Financial held 61,768 shares of State Street My2029 Corporate Bond ETF worth $1.53M as of Q2 2026.
LPL Financial bought 1,774 State Street My2029 Corporate Bond ETF shares in Q2 2026, an estimated $44K.
State Street My2029 Corporate Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4034 holding.
LPL Financial first reported a position in State Street My2029 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
13 funds tracked by Wall St. Rank held State Street My2029 Corporate Bond ETF as of Q2 2026.

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