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 Q2	–	Sell	-8,153	Closed	-$201K	–	6379
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 $36.8B AUM 26.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

LPL Financial's MYMI Position: Q2 2026 in Review

LPL Financial sold out of State Street My2029 Municipal Bond ETF (MYMI) in Q2 2026, closing a stake of 8,153 shares — an estimated $201K sold.

LPL Financial first reported a position in MYMI in Q1 2026 and held it in 1 quarter. The position peaked at $201K in Q1 2026. 5 funds tracked by Wall St. Rank hold MYMI as of Q2 2026.

LPL Financial reported no remaining State Street My2029 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
LPL Financial sold 8,153 State Street My2029 Municipal Bond ETF shares in Q2 2026, an estimated $201K.
LPL Financial first reported a position in State Street My2029 Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
LPL Financial's State Street My2029 Municipal Bond ETF position peaked at $201K in Q1 2026.
5 funds tracked by Wall St. Rank held State Street My2029 Municipal Bond ETF as of Q2 2026.

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