SOUND MIND INVESTING DYNAMIC ALLOCATION FUND EMB Holdings History
SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's iShares J.P. Morgan USD Emerging Markets Bond ETF Holding Summary
As of 2025-04-30, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND held 18,070.00 shares of iShares J.P. Morgan USD Emerging Markets Bond ETF(EMB), totaling $1.63 Mil. This investment constitutes 2.75% of their stock portfolio, and SOUND MIND INVESTING DYNAMIC ALLOCATION FUND now holds 0.01% of the outstanding iShares J.P. Morgan USD Emerging Markets Bond ETF(EMB) stock.
The initial trade took place in 2024Q1. And since then SOUND MIND INVESTING DYNAMIC ALLOCATION FUND has made 3 purchases of EMB, at an average price of $87.72, for a total of 18,220.00 shares. In addition, there have been 1 sales at an average price of $89.18 for 150.00 shares. Based on historical transaction data and EMB's current price of $91.76, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's estimated gain on his EMB holdings is $73,274.40, reflecting a 4.58% gain to date.
SOUND MIND INVESTING DYNAMIC ALLOCATION FUND EMB ($91.76) Holding Chart
SOUND MIND INVESTING DYNAMIC ALLOCATION FUND EMB ($91.76) 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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