Number of Shares
136,580.00
Current Holdings Value*
$3.55 Mil
% of Portfolio
6.01%
Total Estimate Gain
$32,779.20
% of Total Estimate Gain
0.92%

SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's Schwab High Yield Bond ETF Holding Summary

As of 2025-04-30, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND held 136,580.00 shares of Schwab High Yield Bond ETF(SCYB), totaling $3.55 Mil. This investment constitutes 6.01% of their stock portfolio, and SOUND MIND INVESTING DYNAMIC ALLOCATION FUND now holds 0.32% of the outstanding Schwab High Yield Bond ETF(SCYB) stock.

The initial trade took place in 2025Q2. And since then SOUND MIND INVESTING DYNAMIC ALLOCATION FUND has made 1 purchases of SCYB, at an average price of $26.07, for a total of 136,580.00 shares. Based on historical transaction data and SCYB's current price of $26.31, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's estimated gain on his SCYB holdings is $32,779.20, reflecting a 0.92% gain to date.

SOUND MIND INVESTING DYNAMIC ALLOCATION FUND SCYB ($26.31) Holding Chart

SOUND MIND INVESTING DYNAMIC ALLOCATION FUND SCYB ($26.31) 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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