Number of Shares
122,620.00
Current Holdings Value*
$11.25 Mil
% of Portfolio
19.04%
Total Estimate Gain
$-2,838.10
% of Total Estimate Gain
-0.02%

SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's SPDR Bloomberg 1-3 Month T-Bill ETF Holding Summary

As of 2025-04-30, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND held 122,620.00 shares of SPDR Bloomberg 1-3 Month T-Bill ETF(BIL), totaling $11.25 Mil. This investment constitutes 19.04% of their stock portfolio, and SOUND MIND INVESTING DYNAMIC ALLOCATION FUND now holds 0.03% of the outstanding SPDR Bloomberg 1-3 Month T-Bill ETF(BIL) stock.

The initial trade took place in 2024Q1. And since then SOUND MIND INVESTING DYNAMIC ALLOCATION FUND has made 3 purchases of BIL, at an average price of $91.58, for a total of 174,370.00 shares. In addition, there have been 1 sales at an average price of $91.63 for 51,750.00 shares. Based on historical transaction data and BIL's current price of $91.54, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's estimated gain on his BIL holdings is $-2,838.10, reflecting a -0.02% gain to date.

SOUND MIND INVESTING DYNAMIC ALLOCATION FUND BIL ($91.54) Holding Chart

SOUND MIND INVESTING DYNAMIC ALLOCATION FUND BIL ($91.54) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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