Oldfather Financial Services’s State Street My2027 Corporate Bond ETF MYCG Stock Holding History

Oldfather Financial Services’s Portfolio MYCG Stock Details MYCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$250K	Buy	+10,000	New	+$250K	0.07%	89

Other funds holding MYCG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

FDW

Fourth Dimension Wealth Middleburg Heights, Ohio $264M AUM 19.18% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $445M AUM 26.09% 1-Year Est. Return

Oldfather Financial Services's MYCG Position: Q4 2025 in Review

Oldfather Financial Services opened a new position in State Street My2027 Corporate Bond ETF (MYCG) in Q4 2025: 10,000 shares worth $250K. The stake represents 0.07% of the portfolio and ranks #89 among its holdings.

15 funds tracked by Wall St. Rank hold MYCG as of Q4 2025.

Oldfather Financial Services held 10,000 shares of State Street My2027 Corporate Bond ETF worth $250K as of Q4 2025.
State Street My2027 Corporate Bond ETF was a new Oldfather Financial Services position in Q4 2025.
State Street My2027 Corporate Bond ETF made up 0.07% of Oldfather Financial Services's portfolio in Q4 2025, its #89 holding.
15 funds tracked by Wall St. Rank held State Street My2027 Corporate Bond ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.