Masso Torrence Wealth Management’s State Street My2030 Corporate Bond ETF MYCJ Stock Holding History

Masso Torrence Wealth Management’s Portfolio MYCJ Stock Details MYCJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$796K	Buy	31,755 +267	+0.8%	+$6.66K	0.33%	49
2025 Q2	$784K	Buy	31,488 +3,768	+14%	+$92.4K	0.36%	48
2025 Q1	$682K	Buy	+27,720	New	+$675K	0.36%	50

Other funds holding MYCJ

HWA

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

LAM

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

GFPC

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWS

Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Masso Torrence Wealth Management increased its State Street My2030 Corporate Bond ETF (MYCJ) stake by 0.85% in Q3 2025, buying an estimated $6.66K and bringing the position to 31,755 shares worth $796K. The position accounts for 0.33% of the portfolio, ranked #49.

Masso Torrence Wealth Management first reported a position in MYCJ in Q1 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold MYCJ as of Q3 2025.

Masso Torrence Wealth Management held 31,755 shares of State Street My2030 Corporate Bond ETF worth $796K as of Q3 2025.
Masso Torrence Wealth Management bought 267 State Street My2030 Corporate Bond ETF shares in Q3 2025, an estimated $6.66K.
State Street My2030 Corporate Bond ETF made up 0.33% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #49 holding.
Masso Torrence Wealth Management first reported a position in State Street My2030 Corporate Bond ETF in Q1 2025 and has held it in 3 quarters since.
11 funds tracked by Wall St. Rank held State Street My2030 Corporate Bond ETF as of Q3 2025.

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