Carson Wealth (CWM LLC)’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Carson Wealth (CWM LLC)’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	$7.65K	Hold	560	–	–	﹤0.01%	4885
2025 Q4	$8K	Hold	560	–	–	﹤0.01%	4620
2025 Q3	$9K	Sell	560 -385	-41%	-$6.18K	﹤0.01%	4511
2025 Q2	$15K	Hold	945	–	–	﹤0.01%	4068
2025 Q1	$14K	Sell	945 -26	-3%	-$408	﹤0.01%	3904
2024 Q4	$15K	Hold	971	–	–	﹤0.01%	3617
2024 Q3	$15K	Hold	971	–	–	﹤0.01%	3534
2024 Q2	$14K	Hold	971	–	–	﹤0.01%	3327
2024 Q1	$14K	Hold	971	–	–	﹤0.01%	3122
2023 Q4	$13K	Hold	971	–	–	﹤0.01%	3023
2023 Q3	$12K	Hold	971	–	–	﹤0.01%	3026
2023 Q2	$13K	Buy	+971	New	+$12.7K	﹤0.01%	2904
2019 Q1	–	Sell	-3,534	Closed	-$56K	–	2947
2018 Q4	$56K	Buy	+3,534	New	+$61.8K	﹤0.01%	854

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

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

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

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

CIA

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

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

Carson Wealth (CWM LLC)'s BGH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Barings Global Short Duration High Yield Fund (BGH) position steady in Q1 2026 at 560 shares worth $7.65K. The position accounts for ﹤0.01% of the portfolio, ranked #4885.

Carson Wealth (CWM LLC) first reported a position in BGH in Q4 2018 and has held it in 13 quarters since. The position peaked at $56K in Q4 2018. 50 funds tracked by Wall St. Rank hold BGH as of Q1 2026.

Carson Wealth (CWM LLC) held 560 shares of Barings Global Short Duration High Yield Fund worth $7.65K as of Q1 2026.
Carson Wealth (CWM LLC) left its Barings Global Short Duration High Yield Fund share count unchanged in Q1 2026.
Barings Global Short Duration High Yield Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4885 holding.
Carson Wealth (CWM LLC) first reported a position in Barings Global Short Duration High Yield Fund in Q4 2018 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s Barings Global Short Duration High Yield Fund position peaked at $56K in Q4 2018.
50 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.