Baird Financial Group
BGH

Baird Financial Group’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Baird Financial Group’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
2026
Q2 		$348K Sell
24,684
-232
-0.9% -$3.26K ﹤0.01% 1676
2026
Q1 		$340K Buy
24,916
+149
+0.6% +$2.17K ﹤0.01% 1597
2025
Q4 		$372K Hold
24,767
– – ﹤0.01% 1570
2025
Q3 		$383K Hold
24,767
– – ﹤0.01% 1554
2025
Q2 		$381K Sell
24,767
-300
-1% -$4.38K ﹤0.01% 1511
2025
Q1 		$379K Sell
25,067
-166
-0.7% -$2.6K ﹤0.01% 1477
2024
Q4 		$390K Buy
25,233
+46
+0.2% +$715 ﹤0.01% 1466
2024
Q3 		$382K Hold
25,187
– – ﹤0.01% 1469
2024
Q2 		$364K Hold
25,187
– – ﹤0.01% 1497
2024
Q1 		$360K Sell
25,187
-1,434
-5% -$20.1K ﹤0.01% 1495
2023
Q4 		$358K Hold
26,621
– – ﹤0.01% 1463
2023
Q3 		$338K Buy
26,621
+4,927
+23% +$65.3K ﹤0.01% 1470
2023
Q2 		$283K Hold
21,694
– – ﹤0.01% 1521
2023
Q1 		$280K Buy
21,694
+2,000
+10% +$26.6K ﹤0.01% 1515
2022
Q4 		$250K Sell
19,694
-2,272
-10% -$29K ﹤0.01% 1518
2022
Q3 		$269K Buy
21,966
+52
+0.2% +$699 ﹤0.01% 1501
2022
Q2 		$285K Sell
21,914
-1,222
-5% -$17.5K ﹤0.01% 1574
2022
Q1 		$359K Buy
23,136
+3,339
+17% +$53.5K ﹤0.01% 1557
2021
Q4 		$343K Buy
19,797
+3,775
+24% +$64.2K ﹤0.01% 1611
2021
Q3 		$274K Buy
16,022
+1,269
+9% +$21.6K ﹤0.01% 1702
2021
Q2 		$252K Buy
+14,753
New +$244K ﹤0.01% 1616
2020
Q2 		– Sell
-55,894
Closed -$622K – 1513
2020
Q1 		$622K Buy
55,894
+4,670
+9% +$74.8K ﹤0.01% 1004
2019
Q4 		$898K Sell
51,224
-1,552
-3% -$26.4K ﹤0.01% 990
2019
Q3 		$918K Buy
52,776
+3,603
+7% +$64K ﹤0.01% 993
2019
Q2 		$869K Buy
49,173
+2,830
+6% +$51.7K ﹤0.01% 1037
2019
Q1 		$839K Buy
46,343
+7,068
+18% +$124K ﹤0.01% 910
2018
Q4 		$626K Sell
39,275
-744
-2% -$13K ﹤0.01% 916
2018
Q3 		$776K Buy
+40,019
New +$768K ﹤0.01% 916

Other funds holding BGH

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Baird Financial Group's BGH Position: Q2 2026 in Review

Baird Financial Group reduced its Barings Global Short Duration High Yield Fund (BGH) stake by 0.93% in Q2 2026, selling an estimated $3.26K and leaving 24,684 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Baird Financial Group first reported a position in BGH in Q3 2018 and has held it in 28 quarters since. The position peaked at $918K in Q3 2019. 55 funds tracked by Wall St. Rank hold BGH as of Q2 2026.

  • Baird Financial Group held 24,684 shares of Barings Global Short Duration High Yield Fund worth $348K as of Q2 2026.
  • Baird Financial Group sold 232 Barings Global Short Duration High Yield Fund shares in Q2 2026, an estimated $3.26K.
  • Barings Global Short Duration High Yield Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1676 holding.
  • Baird Financial Group first reported a position in Barings Global Short Duration High Yield Fund in Q3 2018 and has held it in 28 quarters since.
  • Baird Financial Group's Barings Global Short Duration High Yield Fund position peaked at $918K in Q3 2019.
  • 55 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.