Cetera Investment Advisers
BGB

Cetera Investment Advisers’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Cetera Investment Advisers’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
Q1 		– Sell
-10,218
Closed -$120K – 4817
2025
Q4 		$120K Sell
10,218
-22,699
-69% -$269K ﹤0.01% 4356
2025
Q3 		$401K Buy
32,917
+4,291
+15% +$53.2K ﹤0.01% 3563
2025
Q2 		$347K Buy
28,626
+1,791
+7% +$21.1K ﹤0.01% 3272
2025
Q1 		$324K Sell
26,835
-7,329
-21% -$90K ﹤0.01% 3205
2024
Q4 		$418K Sell
34,164
-81,951
-71% -$1.02M ﹤0.01% 2821
2024
Q3 		$1.43M Sell
116,115
-4,662
-4% -$56.5K ﹤0.01% 1850
2024
Q2 		$1.44M Buy
120,777
+3,387
+3% +$40.3K ﹤0.01% 1814
2024
Q1 		$1.4M Buy
117,390
+30,955
+36% +$360K ﹤0.01% 1808
2023
Q4 		$978K Buy
86,435
+25,082
+41% +$275K 0.01% 1113
2023
Q3 		$674K Buy
61,353
+5,761
+10% +$63.8K 0.01% 1267
2023
Q2 		$608K Buy
55,592
+9,409
+20% +$100K 0.01% 1339
2023
Q1 		$492K Buy
46,183
+25,451
+123% +$278K ﹤0.01% 1444
2022
Q4 		$219K Buy
20,732
+5,918
+40% +$63.1K ﹤0.01% 1852
2022
Q3 		$157K Buy
14,814
+1,500
+11% +$17.2K ﹤0.01% 1531
2022
Q2 		$149K Hold
13,314
– – ﹤0.01% 1699
2022
Q1 		$174K Sell
13,314
-2,400
-15% -$31.7K ﹤0.01% 1744
2021
Q4 		$212K Hold
15,714
– – ﹤0.01% 1701
2021
Q3 		$218K Buy
+15,714
New +$218K ﹤0.01% 1612
2021
Q2 		– Sell
-11,714
Closed -$156K – 1774
2021
Q1 		$156K Buy
11,714
+514
+5% +$6.74K ﹤0.01% 1520
2020
Q4 		$140K Buy
+11,200
New +$138K ﹤0.01% 1500

Other funds holding BGB

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers's BGB Position: Q1 2026 in Review

Cetera Investment Advisers sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q1 2026, closing a stake of 10,218 shares — an estimated $120K sold.

Cetera Investment Advisers first reported a position in BGB in Q4 2020 and held it in 20 quarters. The position peaked at $1.44M in Q2 2024. 80 funds tracked by Wall St. Rank hold BGB as of Q1 2026.

  • Cetera Investment Advisers reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q1 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 10,218 Blackstone Strategic Credit 2027 Term Fund shares in Q1 2026, an estimated $120K.
  • Cetera Investment Advisers first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q4 2020 and held it in 20 quarters.
  • Cetera Investment Advisers's Blackstone Strategic Credit 2027 Term Fund position peaked at $1.44M in Q2 2024.
  • 80 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.