Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$36,432.40
% of Total Estimate Gain
3.18%

SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's iShares iBoxx USD High Yield Corporate Bond ETF Holding Summary

As of 2025-04-30, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND held - shares of iShares iBoxx USD High Yield Corporate Bond ETF(HYG), totaling N/A. This investment constitutes 0% of their stock portfolio, and SOUND MIND INVESTING DYNAMIC ALLOCATION FUND now holds 0% of the outstanding iShares iBoxx USD High Yield Corporate Bond ETF(HYG) stock.

The initial trade took place in 2024Q1. And since then SOUND MIND INVESTING DYNAMIC ALLOCATION FUND has made 1 purchases of HYG, at an average price of $76.19, for a total of 15,050.00 shares. In addition, there have been 2 sales at an average price of $78.61 for 15,050.00 shares. Based on historical transaction data and HYG's current price of $80.03, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's estimated gain on his HYG holdings is $36,432.40, reflecting a 3.18% gain to date.

SOUND MIND INVESTING DYNAMIC ALLOCATION FUND HYG ($80.03) Holding Chart

SOUND MIND INVESTING DYNAMIC ALLOCATION FUND HYG ($80.03) 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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