CWC
BGH

Carolinas Wealth Consulting’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-4,253
Closed -$64.3K – 93
2025
Q1 		$64.3K Hold
4,253
– – 0.01% 316
2024
Q4 		$66.2K Hold
4,253
– – 0.01% 316
2024
Q3 		$65K Hold
4,253
– – 0.01% 324
2024
Q2 		$61.9K Hold
4,253
– – 0.01% 338
2024
Q1 		$61.3K Hold
4,253
– – 0.01% 341
2023
Q4 		$57.6K Hold
4,253
– – 0.01% 315
2023
Q3 		$51.9K Hold
4,253
– – 0.01% 310
2023
Q2 		$55.9K Hold
4,253
– – 0.01% 330
2023
Q1 		$55.3K Hold
4,253
– – 0.01% 341
2022
Q4 		$54.4K Hold
4,253
– – 0.01% 344
2022
Q3 		$52K Hold
4,253
– – 0.01% 319
2022
Q2 		$56K Hold
4,253
– – 0.01% 310
2022
Q1 		$66K Hold
4,253
– – 0.01% 312
2021
Q4 		$74K Hold
4,253
– – 0.02% 307
2021
Q3 		$73K Hold
4,253
– – 0.02% 282
2021
Q2 		$73K Sell
4,253
-3,080
-42% -$50.9K 0.02% 306
2021
Q1 		$119K Hold
7,333
– – 0.03% 231
2020
Q4 		$111K Hold
7,333
– – 0.03% 215
2020
Q3 		$98K Buy
+7,333
New +$96.2K 0.03% 199

Other funds holding BGH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Carolinas Wealth Consulting's BGH Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Barings Global Short Duration High Yield Fund (BGH) in Q2 2025, closing a stake of 4,253 shares — an estimated $64.3K sold.

Carolinas Wealth Consulting first reported a position in BGH in Q3 2020 and held it in 19 quarters. The position peaked at $119K in Q1 2021. 47 funds tracked by Wall St. Rank hold BGH as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Barings Global Short Duration High Yield Fund position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 4,253 Barings Global Short Duration High Yield Fund shares in Q2 2025, an estimated $64.3K.
  • Carolinas Wealth Consulting first reported a position in Barings Global Short Duration High Yield Fund in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Barings Global Short Duration High Yield Fund position peaked at $119K in Q1 2021.
  • 47 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.