Woodmont Investment Counsel’s State Street My2027 Corporate Bond ETF MYCG Stock Holding History

Woodmont Investment Counsel’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
2026 Q2	$1.37M	Hold	54,855	–	–	0.07%	122
2026 Q1	$1.37M	Hold	54,855	–	–	0.08%	116
2025 Q4	$1.37M	Hold	54,855	–	–	0.09%	116
2025 Q3	$1.38M	Hold	54,855	–	–	0.09%	115
2025 Q2	$1.37M	Hold	54,855	–	–	0.09%	126
2025 Q1	$1.37M	Hold	54,855	–	–	0.1%	124
2024 Q4	$1.35M	Buy	+54,855	New	+$1.36M	0.1%	117

Other funds holding MYCG

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

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

FDW

Fourth Dimension Wealth Middleburg Heights, Ohio $316M AUM 29.82% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

BWM

Blossom Wealth Management San Ramon, Ca, California $71M AUM 18.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

Woodmont Investment Counsel's MYCG Position: Q2 2026 in Review

Woodmont Investment Counsel held its State Street My2027 Corporate Bond ETF (MYCG) position steady in Q2 2026 at 54,855 shares worth $1.37M. The position accounts for 0.07% of the portfolio, ranked #122.

Woodmont Investment Counsel first reported a position in MYCG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q3 2025. 8 funds tracked by Wall St. Rank hold MYCG as of Q2 2026.

Woodmont Investment Counsel held 54,855 shares of State Street My2027 Corporate Bond ETF worth $1.37M as of Q2 2026.
Woodmont Investment Counsel left its State Street My2027 Corporate Bond ETF share count unchanged in Q2 2026.
State Street My2027 Corporate Bond ETF made up 0.07% of Woodmont Investment Counsel's portfolio in Q2 2026, its #122 holding.
Woodmont Investment Counsel first reported a position in State Street My2027 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Woodmont Investment Counsel's State Street My2027 Corporate Bond ETF position peaked at $1.38M in Q3 2025.
8 funds tracked by Wall St. Rank held State Street My2027 Corporate Bond ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.