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

Creative Planning’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
2025 Q4	–	Sell	-11,058	Closed	-$456K	–	3994
2025 Q3	$456K	Buy	11,058 +6,028	+120%	+$246K	﹤0.01%	2803
2025 Q2	$206K	Sell	5,030 -12,760	-72%	-$511K	﹤0.01%	3197
2025 Q1	$718K	Buy	17,790 +5,335	+43%	+$218K	﹤0.01%	1984
2024 Q4	$507K	Buy	+12,455	New	+$512K	﹤0.01%	2210

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

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

UBG

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

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

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

Creative Planning's HYGV Position: Q4 2025 in Review

Creative Planning sold out of FlexShares High Yield Value-Scored Bond Index Fund (HYGV) in Q4 2025, closing a stake of 11,058 shares — an estimated $456K sold.

Creative Planning first reported a position in HYGV in Q4 2024 and held it in 4 quarters. The position peaked at $718K in Q1 2025. 101 funds tracked by Wall St. Rank hold HYGV as of Q4 2025.

Creative Planning reported no remaining FlexShares High Yield Value-Scored Bond Index Fund position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 11,058 FlexShares High Yield Value-Scored Bond Index Fund shares in Q4 2025, an estimated $456K.
Creative Planning first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q4 2024 and held it in 4 quarters.
Creative Planning's FlexShares High Yield Value-Scored Bond Index Fund position peaked at $718K in Q1 2025.
101 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.