Ameritas Advisory Services’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Ameritas Advisory Services’s Portfolio BGB Stock Details BGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,400	Closed	-$53.5K	–	1035
2025 Q3	$53.5K	Hold	4,400	–	–	﹤0.01%	1057
2025 Q2	$53.3K	Buy	+4,400	New	+$52K	﹤0.01%	1273
2022 Q2	–	Sell	-23,381	Closed	-$305K	–	799
2022 Q1	$305K	Hold	23,381	–	–	0.01%	656
2021 Q4	$315K	Buy	+23,381	New	+$324K	0.01%	630

Other funds holding BGB

CBA

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameritas Advisory Services's BGB Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q4 2025, closing a stake of 4,400 shares — an estimated $53.5K sold.

Ameritas Advisory Services first reported a position in BGB in Q4 2021 and held it in 4 quarters. The position peaked at $315K in Q4 2021. 89 funds tracked by Wall St. Rank hold BGB as of Q4 2025.

Ameritas Advisory Services reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 4,400 Blackstone Strategic Credit 2027 Term Fund shares in Q4 2025, an estimated $53.5K.
Ameritas Advisory Services first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q4 2021 and held it in 4 quarters.
Ameritas Advisory Services's Blackstone Strategic Credit 2027 Term Fund position peaked at $315K in Q4 2021.
89 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.