Heartwood Wealth Advisors LLC
Position in MYMI — State Street(R) My2029 Municipal Bond ETF
CIK 1794935
RICHMOND, VA
All Filings in MYMI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MYMI | $7,042,238 | 285,956 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 MYMI | $5,836,638 | 237,069 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 MYMI | $5,781,519 | 234,592 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 MYMI | $5,586,350 | 228,855 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 MYMI | $5,582,010 | 228,490 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||