Creative Financial Designs’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-198	Closed	-$5K	–	1322
2021 Q3	$5K	Buy	198 +1	+0.5%	+$25	﹤0.01%	1153
2021 Q2	$5K	Buy	+197	New	+$4.99K	﹤0.01%	1169

Other funds holding IGBH

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Financial Designs's IGBH Position: Q4 2021 in Review

Creative Financial Designs sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q4 2021, closing a stake of 198 shares — an estimated $5K sold.

Creative Financial Designs first reported a position in IGBH in Q2 2021 and held it in 2 quarters. The position peaked at $5K in Q3 2021. 60 funds tracked by Wall St. Rank hold IGBH as of Q4 2021.

Creative Financial Designs reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Creative Financial Designs sold 198 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q4 2021, an estimated $5K.
Creative Financial Designs first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q2 2021 and held it in 2 quarters.
Creative Financial Designs's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $5K in Q3 2021.
60 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.