PPWM
MYCJ

PFG Private Wealth Management’s State Street My2030 Corporate Bond ETF MYCJ Stock Holding History

PFG Private 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
Q4 		– Sell
-8,069
Closed -$202K – 166
2025
Q3 		$202K Buy
+8,069
New +$201K 0.09% 113

Other funds holding MYCJ

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
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
IWS
Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return

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

PFG Private Wealth Management sold out of State Street My2030 Corporate Bond ETF (MYCJ) in Q4 2025, closing a stake of 8,069 shares — an estimated $202K sold.

PFG Private Wealth Management first reported a position in MYCJ in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 10 funds tracked by Wall St. Rank hold MYCJ as of Q4 2025.

  • PFG Private Wealth Management reported no remaining State Street My2030 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 8,069 State Street My2030 Corporate Bond ETF shares in Q4 2025, an estimated $202K.
  • PFG Private Wealth Management first reported a position in State Street My2030 Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's State Street My2030 Corporate Bond ETF position peaked at $202K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held State Street My2030 Corporate Bond ETF as of Q4 2025.

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