Creative Financial Designs’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

Creative Financial Designs’s Portfolio HYGV Stock Details HYGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.05K	Buy	201 +159	+379%	+$6.46K	﹤0.01%	1469
2025 Q4	$1.71K	Buy	42 +22	+110%	+$897	﹤0.01%	1708
2025 Q3	$824	Hold	20	–	–	﹤0.01%	1834
2025 Q2	$821	Buy	+20	New	+$801	﹤0.01%	1824
2024 Q2	–	Sell	-102	Closed	-$4.19K	–	1680
2024 Q1	$4.19K	Hold	102	–	–	﹤0.01%	1348
2023 Q4	$4.17K	Buy	+102	New	+$4.04K	﹤0.01%	1295

Other funds holding HYGV

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

Creative Financial Designs's HYGV Position: Q1 2026 in Review

Creative Financial Designs increased its FlexShares High Yield Value-Scored Bond Index Fund (HYGV) stake by 379% in Q1 2026, buying an estimated $6.46K and bringing the position to 201 shares worth $8.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Creative Financial Designs first reported a position in HYGV in Q4 2023 and has held it in 6 quarters since. 106 funds tracked by Wall St. Rank hold HYGV as of Q1 2026.

Creative Financial Designs held 201 shares of FlexShares High Yield Value-Scored Bond Index Fund worth $8.05K as of Q1 2026.
Creative Financial Designs bought 159 FlexShares High Yield Value-Scored Bond Index Fund shares in Q1 2026, an estimated $6.46K.
FlexShares High Yield Value-Scored Bond Index Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1469 holding.
Creative Financial Designs first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q4 2023 and has held it in 6 quarters since.
106 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.