Caldwell Sutter Capital’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Caldwell Sutter Capital’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	$231K	Hold	16,400	–	–	0.09%	204
2026 Q1	$224K	Hold	16,400	–	–	0.09%	201
2025 Q4	$246K	Sell	16,400 -914	-5%	-$13.8K	0.1%	186
2025 Q3	$268K	Buy	17,314 +914	+6%	+$14.7K	0.11%	169
2025 Q2	$253K	Hold	16,400	–	–	0.12%	170
2025 Q1	$248K	Hold	16,400	–	–	0.12%	171
2024 Q4	$253K	Hold	16,400	–	–	0.12%	171
2024 Q3	$249K	Hold	16,400	–	–	0.12%	175
2024 Q2	$237K	Hold	16,400	–	–	0.12%	174
2024 Q1	$235K	Hold	16,400	–	–	0.11%	176
2023 Q4	$220K	Sell	16,400 -2,100	-11%	-$26.9K	0.11%	176
2023 Q3	$235K	Hold	18,500	–	–	0.13%	156
2023 Q2	$241K	Hold	18,500	–	–	0.13%	157
2023 Q1	$239K	Hold	18,500	–	–	0.17%	107
2022 Q4	$235K	Buy	+18,500	New	+$236K	0.21%	92

Other funds holding BGH

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Caldwell Sutter Capital's BGH Position: Q2 2026 in Review

Caldwell Sutter Capital held its Barings Global Short Duration High Yield Fund (BGH) position steady in Q2 2026 at 16,400 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #204.

Caldwell Sutter Capital first reported a position in BGH in Q4 2022 and has held it in 15 quarters since. The position peaked at $268K in Q3 2025. 54 funds tracked by Wall St. Rank hold BGH as of Q2 2026.

Caldwell Sutter Capital held 16,400 shares of Barings Global Short Duration High Yield Fund worth $231K as of Q2 2026.
Caldwell Sutter Capital left its Barings Global Short Duration High Yield Fund share count unchanged in Q2 2026.
Barings Global Short Duration High Yield Fund made up 0.09% of Caldwell Sutter Capital's portfolio in Q2 2026, its #204 holding.
Caldwell Sutter Capital first reported a position in Barings Global Short Duration High Yield Fund in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's Barings Global Short Duration High Yield Fund position peaked at $268K in Q3 2025.
54 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.