Cambridge Investment Research Advisors
BGB

Cambridge Investment Research Advisors’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		– Sell
-11,855
Closed -$132K – 4054
2026
Q1 		$132K Buy
+11,855
New +$137K ﹤0.01% 3753
2022
Q4 		– Sell
-14,196
Closed -$151K – 3112
2022
Q3 		$151K Buy
14,196
+1,828
+15% +$21K ﹤0.01% 2780
2022
Q2 		$138K Buy
+12,368
New +$149K ﹤0.01% 2811
2021
Q1 		– Sell
-10,804
Closed -$135K – 2876
2020
Q4 		$135K Sell
10,804
-1,996
-16% -$24.5K ﹤0.01% 2558
2020
Q3 		$156K Sell
12,800
-303
-2% -$3.57K ﹤0.01% 2309
2020
Q2 		$150K Buy
13,103
+230
+2% +$2.51K ﹤0.01% 2240
2020
Q1 		$134K Sell
12,873
-24,362
-65% -$327K ﹤0.01% 2056
2019
Q4 		$535K Sell
37,235
-26,488
-42% -$374K ﹤0.01% 1535
2019
Q3 		$930K Buy
63,723
+714
+1% +$10.5K 0.01% 1113
2019
Q2 		$924K Buy
63,009
+3,339
+6% +$48.4K 0.01% 1056
2019
Q1 		$850K Buy
59,670
+11,228
+23% +$161K 0.01% 1123
2018
Q4 		$653K Sell
48,442
-1,943
-4% -$28.7K 0.01% 1173
2018
Q3 		$801K Sell
50,385
-2,651
-5% -$42.3K 0.01% 1159
2018
Q2 		$838K Sell
53,036
-1,337
-2% -$21.2K 0.01% 1082
2018
Q1 		$863K Sell
54,373
-16,118
-23% -$255K 0.01% 1012
2017
Q4 		$1.11M Buy
70,491
+37,102
+111% +$589K 0.01% 848
2017
Q3 		$534K Sell
33,389
-59,630
-64% -$953K 0.01% 1224
2017
Q2 		$1.48M Buy
93,019
+36,825
+66% +$593K 0.02% 627
2017
Q1 		$890K Buy
56,194
+37,787
+205% +$597K 0.02% 780
2016
Q4 		$282K Buy
+18,407
New +$274K 0.01% 1308

Other funds holding BGB

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
RF
Robbins Farley Bedford, New Hampshire $260M AUM 29.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
QCA
Quantify Chaos Advisors Brooklyn, New York $35.5M AUM
TP
Tranquility Partners Brentwood, Tennessee $291M AUM 19.25% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Cambridge Investment Research Advisors's BGB Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q2 2026, closing a stake of 11,855 shares — an estimated $132K sold.

Cambridge Investment Research Advisors first reported a position in BGB in Q4 2016 and held it in 20 quarters. The position peaked at $1.48M in Q2 2017. 30 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

  • Cambridge Investment Research Advisors reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q2 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 11,855 Blackstone Strategic Credit 2027 Term Fund shares in Q2 2026, an estimated $132K.
  • Cambridge Investment Research Advisors first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q4 2016 and held it in 20 quarters.
  • Cambridge Investment Research Advisors's Blackstone Strategic Credit 2027 Term Fund position peaked at $1.48M in Q2 2017.
  • 30 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.