Heartwood Wealth Advisors LLC
Position in MYCH — State Street(R) My2028 Corporate Bond ETF
CIK 1794935
RICHMOND, VA
All Filings in MYCH
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MYCH | $9,799,029 | 392,668 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 MYCH | $8,521,700 | 339,713 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 MYCH | $8,438,271 | 335,718 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 MYCH | $8,244,538 | 329,189 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 MYCH | $8,098,840 | 325,647 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||