SOUND MIND INVESTING DYNAMIC ALLOCATION FUND LQD Holdings History
SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-04-30, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND held 25,220.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $2.72 Mil. This investment constitutes 4.61% of their stock portfolio, and SOUND MIND INVESTING DYNAMIC ALLOCATION FUND now holds 0.01% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2024Q1. And since then SOUND MIND INVESTING DYNAMIC ALLOCATION FUND has made 3 purchases of LQD, at an average price of $107.47, for a total of 52,430.00 shares. In addition, there have been 2 sales at an average price of $107.62 for 27,210.00 shares. Based on historical transaction data and LQD's current price of $108.08, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's estimated gain on his LQD holdings is $19,531.80, reflecting a 0.35% gain to date.
SOUND MIND INVESTING DYNAMIC ALLOCATION FUND LQD ($108.08) Holding Chart
SOUND MIND INVESTING DYNAMIC ALLOCATION FUND LQD ($108.08) 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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