CFD
PAI

Creative Financial Designs’s Western Asset Investment Grade Income Fund PAI Stock Holding History

Creative Financial Designs’s Portfolio PAI Stock Details PAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.2K Hold
1,501
– – ﹤0.01% 1336
2026
Q1 		$18.2K Hold
1,501
– – ﹤0.01% 1233
2025
Q4 		$18.7K Hold
1,501
– – ﹤0.01% 1172
2025
Q3 		$19.2K Hold
1,501
– – ﹤0.01% 1154
2025
Q2 		$19.5K Hold
1,501
– – ﹤0.01% 1154
2025
Q1 		$19.3K Hold
1,501
– – ﹤0.01% 1096
2024
Q4 		$18.8K Hold
1,501
– – ﹤0.01% 1063
2024
Q3 		$19.3K Hold
1,501
– – ﹤0.01% 1043
2024
Q2 		$18.1K Sell
1,501
-668
-31% -$8.02K ﹤0.01% 1019
2024
Q1 		$26.4K Hold
2,169
– – ﹤0.01% 894
2023
Q4 		$26.1K Hold
2,169
– – ﹤0.01% 845
2023
Q3 		$24.4K Hold
2,169
– – ﹤0.01% 808
2023
Q2 		$25.2K Buy
+2,169
New +$25.5K ﹤0.01% 797

Other funds holding PAI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return

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

Creative Financial Designs held its Western Asset Investment Grade Income Fund (PAI) position steady in Q2 2026 at 1,501 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Creative Financial Designs first reported a position in PAI in Q2 2023 and has held it in 13 quarters since. The position peaked at $26.4K in Q1 2024. 9 funds tracked by Wall St. Rank hold PAI as of Q2 2026.

  • Creative Financial Designs held 1,501 shares of Western Asset Investment Grade Income Fund worth $18.2K as of Q2 2026.
  • Creative Financial Designs left its Western Asset Investment Grade Income Fund share count unchanged in Q2 2026.
  • Western Asset Investment Grade Income Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1336 holding.
  • Creative Financial Designs first reported a position in Western Asset Investment Grade Income Fund in Q2 2023 and has held it in 13 quarters since.
  • Creative Financial Designs's Western Asset Investment Grade Income Fund position peaked at $26.4K in Q1 2024.
  • 9 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q2 2026.

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