CSC
BGH

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
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

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GC
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SFS
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Morgan Stanley
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Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
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PI
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