Heartwood Wealth Advisors LLC
Position in MYMJ — State Street(R) My2030 Municipal Bond ETF
CIK 1794935
RICHMOND, VA
All Filings in MYMJ
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MYMJ | $7,297,471 | 294,895 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 MYMJ | $5,874,098 | 236,525 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 MYMJ | $5,801,722 | 234,082 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 MYMJ | $5,590,228 | 228,359 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 MYMJ | $5,584,713 | 227,994 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||