PPWM
MYCI

PFG Private Wealth Management’s State Street My2029 Corporate Bond ETF MYCI Stock Holding History

PFG Private Wealth Management’s Portfolio MYCI Stock Details MYCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,056
Closed -$202K – 162
2025
Q3 		$202K Buy
+8,056
New +$201K 0.09% 114

Other funds holding MYCI

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PFG Private Wealth Management's MYCI Position: Q4 2025 in Review

PFG Private Wealth Management sold out of State Street My2029 Corporate Bond ETF (MYCI) in Q4 2025, closing a stake of 8,056 shares — an estimated $202K sold.

PFG Private Wealth Management first reported a position in MYCI in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 11 funds tracked by Wall St. Rank hold MYCI as of Q4 2025.

  • PFG Private Wealth Management reported no remaining State Street My2029 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 8,056 State Street My2029 Corporate Bond ETF shares in Q4 2025, an estimated $202K.
  • PFG Private Wealth Management first reported a position in State Street My2029 Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's State Street My2029 Corporate Bond ETF position peaked at $202K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held State Street My2029 Corporate Bond ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.