BBPWM
BGB

Blue Bell Private Wealth Management’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Blue Bell Private Wealth Management’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
2026
Q1 		$2.29K Hold
205
– – ﹤0.01% 645
2025
Q4 		$2.42K Hold
205
– – ﹤0.01% 635
2025
Q3 		$2.5K Hold
205
– – ﹤0.01% 630
2025
Q2 		$2.48K Buy
205
+120
+141% +$1.42K ﹤0.01% 620
2025
Q1 		$1.03K Hold
85
– – ﹤0.01% 665
2024
Q4 		$1.04K Hold
85
– – ﹤0.01% 621
2024
Q3 		$1.05K Hold
85
– – ﹤0.01% 642
2024
Q2 		$1.01K Hold
85
– – ﹤0.01% 662
2024
Q1 		$1.01K Hold
85
– – ﹤0.01% 676
2023
Q4 		$962 Buy
+85
New +$933 ﹤0.01% 675

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AAM
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CAM
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UBS Group
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