MTWM
MYCH

Masso Torrence Wealth Management’s State Street My2028 Corporate Bond ETF MYCH Stock Holding History

Masso Torrence Wealth Management’s Portfolio MYCH Stock Details MYCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$813K Buy
32,361
+268
+0.8% +$6.71K 0.34% 48
2025
Q2 		$804K Buy
32,093
+3,722
+13% +$92.4K 0.37% 47
2025
Q1 		$706K Buy
+28,371
New +$700K 0.38% 49

Other funds holding MYCH

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Masso Torrence Wealth Management's MYCH Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its State Street My2028 Corporate Bond ETF (MYCH) stake by 0.84% in Q3 2025, buying an estimated $6.71K and bringing the position to 32,361 shares worth $813K. The position accounts for 0.34% of the portfolio, ranked #48.

Masso Torrence Wealth Management first reported a position in MYCH in Q1 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold MYCH as of Q3 2025.

  • Masso Torrence Wealth Management held 32,361 shares of State Street My2028 Corporate Bond ETF worth $813K as of Q3 2025.
  • Masso Torrence Wealth Management bought 268 State Street My2028 Corporate Bond ETF shares in Q3 2025, an estimated $6.71K.
  • State Street My2028 Corporate Bond ETF made up 0.34% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #48 holding.
  • Masso Torrence Wealth Management first reported a position in State Street My2028 Corporate Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held State Street My2028 Corporate Bond ETF as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.