Ameritas Advisory Services’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-250	Closed	-$3.87K	–	1036
2025 Q3	$3.87K	Sell	250 -690	-73%	-$11.1K	﹤0.01%	1882
2025 Q2	$14.5K	Buy	+940	New	+$13.7K	﹤0.01%	1872
2023 Q2	–	Sell	-1,971	Closed	-$25.5K	–	738
2023 Q1	$25.5K	Buy	+1,971	New	+$26.2K	﹤0.01%	1533

Other funds holding BGH

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

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

Ameritas Advisory Services sold out of Barings Global Short Duration High Yield Fund (BGH) in Q4 2025, closing a stake of 250 shares — an estimated $3.87K sold.

Ameritas Advisory Services first reported a position in BGH in Q1 2023 and held it in 3 quarters. The position peaked at $25.5K in Q1 2023. 49 funds tracked by Wall St. Rank hold BGH as of Q4 2025.

Ameritas Advisory Services reported no remaining Barings Global Short Duration High Yield Fund position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 250 Barings Global Short Duration High Yield Fund shares in Q4 2025, an estimated $3.87K.
Ameritas Advisory Services first reported a position in Barings Global Short Duration High Yield Fund in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Barings Global Short Duration High Yield Fund position peaked at $25.5K in Q1 2023.
49 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q4 2025.

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