MY Wealth Management Inc. historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, MY Wealth Management Inc. opened 55 positions, added to 66, reduced 106 and sold out of 34.
- Q2 2026: Stock TLT; Country of operation —; Class 20 YR TR BD ETF; Shares before 171,721.
- Q2 2026: Stock IEF; Country of operation —; Class 7-10 YR TRSY BD; Shares before 142,748.
- Q2 2026: Stock SPTS; Country of operation —; Class STATE STREET SPD; Shares before 280,822.
- Q2 2026: Stock SHM; Country of operation —; Class STATE STREET SPD; Shares before 137,994.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1827845), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-15); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | TLT
ISHARES TR | | 20 YR TR BD ETF | 171,721 | 0 | -171,721 | $15,631,763 | $0 | -$15,631,763 | 2026-08-07 |
|---|
| Q2 2026 | IEF
ISHARES TR | | 7-10 YR TRSY BD | 142,748 | 0 | -142,748 | $13,613,877 | $0 | -$13,613,877 | 2026-08-07 |
|---|
| Q2 2026 | SPTS
SPDR SERIES TRUST | | STATE STREET SPD | 280,822 | 0 | -280,822 | $8,211,235 | $0 | -$8,211,235 | 2026-08-07 |
|---|
| Q2 2026 | SHM
SPDR SERIES TRUST | | STATE STREET SPD | 137,994 | 0 | -137,994 | $6,568,514 | $0 | -$6,568,514 | 2026-08-07 |
|---|
| Q2 2026 | SPYG
SPDR SERIES TRUST | | STATE STREET SPD | 13,340 | 0 | -13,340 | $1,072,136 | $0 | -$1,072,136 | 2026-08-07 |
|---|
| Q2 2026 | SPYM
SPDR SERIES TRUST | United States | STATE STREET SPD | 6,648 | 0 | -6,648 | $437,172 | $0 | -$437,172 | 2026-08-07 |
|---|
| Q2 2026 | ANGL
VANECK ETF TRUST | | FALLEN ANGEL HG | 7,477 | 0 | -7,477 | $215,786 | $0 | -$215,786 | 2026-08-07 |
|---|
| Q1 2026 | PTNQ
PACER FDS TR | | TRENDPILOT 100 | 128,858 | 0 | -128,858 | $10,134,674 | $0 | -$10,134,674 | 2026-05-04 |
|---|
| Q1 2026 | HEGD
LISTED FDS TR | | SWAN HEDGED EQTY | 384,483 | 0 | -384,483 | $9,692,827 | $0 | -$9,692,827 | 2026-05-04 |
|---|
| Q1 2026 | ICSH
ISHARES TR | | ULTRA SHORT DUR | 184,351 | 0 | -184,351 | $9,324,474 | $0 | -$9,324,474 | 2026-05-04 |
|---|
| Q1 2026 | SMB
VANECK ETF TRUST | | VANECK SHRT MUNI | 212,012 | 0 | -212,012 | $3,691,129 | $0 | -$3,691,129 | 2026-05-04 |
|---|
| Q1 2026 | HYMB
SPDR SERIES TRUST | | STATE STREET SPD | 146,700 | 0 | -146,700 | $3,658,698 | $0 | -$3,658,698 | 2026-05-04 |
|---|
| Q1 2026 | RVNU
DBX ETF TR | | XTRACK MUN INFRA | 93,752 | 0 | -93,752 | $2,300,674 | $0 | -$2,300,674 | 2026-05-04 |
|---|
| Q1 2026 | IEI
ISHARES TR | | 3 7 YR TREAS BD | 15,756 | 0 | -15,756 | $1,880,479 | $0 | -$1,880,479 | 2026-05-04 |
|---|
| Q1 2026 | MUB
ISHARES TR | | NATIONAL MUN ETF | 17,182 | 0 | -17,182 | $1,840,364 | $0 | -$1,840,364 | 2026-05-04 |
|---|
| Q1 2026 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 3,950 | 0 | -3,950 | $246,733 | $0 | -$246,733 | 2026-05-04 |
|---|
| Q1 2026 | VONG
VANGUARD SCOTTSDALE FDS | | VNG RUS1000GRW | 1,981 | 0 | -1,981 | $241,212 | $0 | -$241,212 | 2026-05-04 |
|---|
| Q1 2026 | IEFA
ISHARES TR | | CORE MSCI EAFE | 2,541 | 0 | -2,541 | $227,318 | $0 | -$227,318 | 2026-05-04 |
|---|
| Q1 2026 | UDEC
INNOVATOR ETFS TRUST | | US EQTY ULTRA B | 5,282 | 0 | -5,282 | $209,378 | $0 | -$209,378 | 2026-05-04 |
|---|
| Q4 2025 | SPTS
SPDR SERIES TRUST | | PORTFOLIO SH TSR | 144,950 | 0 | -144,950 | $4,249,934 | $0 | -$4,249,934 | 2026-02-10 |
|---|
| Q4 2025 | SPYG
SPDR SERIES TRUST | | PRTFLO S&P500 GW | 12,460 | 0 | -12,460 | $1,302,195 | $0 | -$1,302,195 | 2026-02-10 |
|---|
| Q4 2025 | SPYM
SPDR SERIES TRUST | United States | PORTFOLIO S&P500 | 6,301 | 0 | -6,301 | $493,620 | $0 | -$493,620 | 2026-02-10 |
|---|
| Q4 2025 | SHM
SPDR SERIES TRUST | | NUVEEN ICE SHORT | 9,953 | 0 | -9,953 | $479,934 | $0 | -$479,934 | 2026-02-10 |
|---|
| Q2 2025 | SHM
SPDR SER TR | | NUVEEN BLMBRG SH | 137,994 | 0 | -137,994 | $6,568,514 | $0 | -$6,568,514 | 2025-07-14 |
|---|
| Q1 2025 | MLN
VANECK ETF TRUST | | LONG MUNI ETF | 65,896 | 0 | -65,896 | $1,178,220 | $0 | -$1,178,220 | 2025-05-06 |
|---|
| Q4 2024 | VGLT
VANGUARD SCOTTSDALE FDS | | LONG TERM TREAS | 17,152 | 0 | -17,152 | $1,055,534 | $0 | -$1,055,534 | 2025-02-07 |
|---|
| Q2 2024 | IJR
ISHARES TR | | CORE S&P SCP ETF | 2,254 | 0 | -2,254 | $249,112 | $0 | -$249,112 | 2024-08-08 |
|---|
| Q2 2024 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 635 | 0 | -635 | $218,567 | $0 | -$218,567 | 2024-08-08 |
|---|
| Q2 2024 | IWY
ISHARES TR | | RUS TP200 GR ETF | 1,055 | 0 | -1,055 | $205,831 | $0 | -$205,831 | 2024-08-08 |
|---|
| Q1 2024 | EFA
ISHARES TR | | MSCI EAFE ETF | 67,801 | 0 | -67,801 | $5,108,805 | $0 | -$5,108,805 | 2024-05-13 |
|---|
| Q1 2024 | BLOK
AMPLIFY ETF TR | | BLOCKCHAIN LDR | 65,695 | 0 | -65,695 | $1,960,996 | $0 | -$1,960,996 | 2024-05-13 |
|---|
| Q1 2024 | ITM
VANECK ETF TRUST | | INTRMDT MUNI ETF | 13,538 | 0 | -13,538 | $636,692 | $0 | -$636,692 | 2024-05-13 |
|---|
| Q1 2024 | VV
VANGUARD INDEX FDS | | LARGE CAP ETF | 1,978 | 0 | -1,978 | $431,501 | $0 | -$431,501 | 2024-05-13 |
|---|
| Q1 2024 | ARKW
ARK ETF TR | | NEXT GNRTN INTER | 3,371 | 0 | -3,371 | $255,859 | $0 | -$255,859 | 2024-05-13 |
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