Creative Financial Designs’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$39.1K	Buy	736 +193	+36%	+$10.3K	﹤0.01%	1093
2026 Q1	$28.9K	Hold	543	–	–	﹤0.01%	1086
2025 Q4	$29.3K	Hold	543	–	–	﹤0.01%	1049
2025 Q3	$29.4K	Hold	543	–	–	﹤0.01%	1025
2025 Q2	$28.9K	Hold	543	–	–	﹤0.01%	1030
2025 Q1	$28.5K	Buy	543 +500	+1,163%	+$26K	﹤0.01%	992
2024 Q4	$2.23K	Hold	43	–	–	﹤0.01%	1570
2024 Q3	$2.29K	Buy	43 +1	+2%	+$53	﹤0.01%	1514
2024 Q2	$2.17K	Hold	42	–	–	﹤0.01%	1469
2024 Q1	$2.16K	Hold	42	–	–	﹤0.01%	1479
2023 Q4	$2.16K	Buy	42 +1	+2%	+$49	﹤0.01%	1419
2023 Q3	$1.99K	Hold	41	–	–	﹤0.01%	1343
2023 Q2	$2.05K	Buy	41 +1	+3%	+$51	﹤0.01%	1313
2023 Q1	$2.06K	Hold	40	–	–	﹤0.01%	1259
2022 Q4	$1.98K	Buy	40 +1	+3%	+$49	﹤0.01%	1161
2022 Q3	$2K	Hold	39	–	–	﹤0.01%	1167
2022 Q2	$2K	Sell	39 -6	-13%	-$313	﹤0.01%	1121
2022 Q1	$2K	Hold	45	–	–	﹤0.01%	1165
2021 Q4	$3K	Hold	45	–	–	﹤0.01%	1086
2021 Q3	$3K	Hold	45	–	–	﹤0.01%	1251
2021 Q2	$3K	Hold	45	–	–	﹤0.01%	1265
2021 Q1	$3K	Buy	+45	New	+$2.72K	﹤0.01%	1157
2018 Q2	–	Sell	-80	Closed	-$4K	–	768
2018 Q1	$4K	Hold	80	–	–	﹤0.01%	520
2017 Q4	$4K	Buy	80 +2	+3%	+$110	﹤0.01%	523
2017 Q3	$4K	Hold	78	–	–	﹤0.01%	539
2017 Q2	$4K	Sell	78 -2,730	-97%	-$150K	﹤0.01%	553
2017 Q1	$153K	Sell	2,808 -14,284	-84%	-$775K	0.11%	149
2016 Q4	$925K	Buy	+17,092	New	+$934K	0.75%	41

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Financial Designs's IGIB Position: Q2 2026 in Review

Creative Financial Designs increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 36% in Q2 2026, buying an estimated $10.3K and bringing the position to 736 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Creative Financial Designs first reported a position in IGIB in Q4 2016 and has held it in 28 quarters since. The position peaked at $925K in Q4 2016. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Creative Financial Designs held 736 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $39.1K as of Q2 2026.
Creative Financial Designs bought 193 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $10.3K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1093 holding.
Creative Financial Designs first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 28 quarters since.
Creative Financial Designs's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $925K in Q4 2016.
708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.