LPL Financial’s State Street My2029 Municipal Bond ETF MYMI Stock Holding History

LPL Financial’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 Q1	$201K	Buy	+8,153	New	+$202K	﹤0.01%	5494

Other funds holding MYMI

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

LPL Financial's MYMI Position: Q1 2026 in Review

LPL Financial opened a new position in State Street My2029 Municipal Bond ETF (MYMI) in Q1 2026: 8,153 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #5494 among its holdings.

6 funds tracked by Wall St. Rank hold MYMI as of Q1 2026.

LPL Financial held 8,153 shares of State Street My2029 Municipal Bond ETF worth $201K as of Q1 2026.
State Street My2029 Municipal Bond ETF was a new LPL Financial position in Q1 2026.
State Street My2029 Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5494 holding.
6 funds tracked by Wall St. Rank held State Street My2029 Municipal Bond ETF as of Q1 2026.

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