Cetera Investment Advisers
BGH

Cetera Investment Advisers’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Cetera Investment Advisers’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
Q2 		$821K Buy
58,245
+20,655
+55% +$290K ﹤0.01% 3225
2026
Q1 		$513K Buy
37,590
+868
+2% +$12.6K ﹤0.01% 3491
2025
Q4 		$551K Sell
36,722
-8,643
-19% -$131K ﹤0.01% 3350
2025
Q3 		$701K Buy
45,365
+319
+0.7% +$5.12K ﹤0.01% 3093
2025
Q2 		$694K Buy
45,046
+580
+1% +$8.46K ﹤0.01% 2706
2025
Q1 		$672K Sell
44,466
-1,357
-3% -$21.3K ﹤0.01% 2601
2024
Q4 		$708K Sell
45,823
-32,512
-42% -$505K ﹤0.01% 2409
2024
Q3 		$1.19M Buy
78,335
+8,249
+12% +$124K ﹤0.01% 2002
2024
Q2 		$1.01M Buy
70,086
+2,922
+4% +$41.6K ﹤0.01% 2074
2024
Q1 		$960K Buy
67,164
+16,120
+32% +$226K ﹤0.01% 2099
2023
Q4 		$686K Buy
51,044
+6,853
+16% +$87.6K 0.01% 1323
2023
Q3 		$561K Buy
44,191
+131
+0.3% +$1.74K ﹤0.01% 1361
2023
Q2 		$575K Sell
44,060
-1,974
-4% -$25.8K ﹤0.01% 1372
2023
Q1 		$594K Buy
46,034
+9,498
+26% +$126K 0.01% 1330
2022
Q4 		$463K Buy
36,536
+7,042
+24% +$89.9K ﹤0.01% 1413
2022
Q3 		$360K Buy
29,494
+3,525
+14% +$47.4K 0.01% 1161
2022
Q2 		$338K Buy
25,969
+6,700
+35% +$95.8K 0.01% 1336
2022
Q1 		$299K Buy
19,269
+1,031
+6% +$16.5K ﹤0.01% 1479
2021
Q4 		$316K Sell
18,238
-1,600
-8% -$27.2K ﹤0.01% 1464
2021
Q3 		$339K Sell
19,838
-900
-4% -$15.3K 0.01% 1358
2021
Q2 		$354K Sell
20,738
-2,200
-10% -$36.3K 0.01% 1308
2021
Q1 		$369K Buy
+22,938
New +$356K 0.01% 1146

Other funds holding BGH

Wells Fargo
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Cetera Investment Advisers's BGH Position: Q2 2026 in Review

Cetera Investment Advisers increased its Barings Global Short Duration High Yield Fund (BGH) stake by 55% in Q2 2026, buying an estimated $290K and bringing the position to 58,245 shares worth $821K. The position accounts for ﹤0.01% of the portfolio, ranked #3225.

Cetera Investment Advisers first reported a position in BGH in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.19M in Q3 2024. 55 funds tracked by Wall St. Rank hold BGH as of Q2 2026.

  • Cetera Investment Advisers held 58,245 shares of Barings Global Short Duration High Yield Fund worth $821K as of Q2 2026.
  • Cetera Investment Advisers bought 20,655 Barings Global Short Duration High Yield Fund shares in Q2 2026, an estimated $290K.
  • Barings Global Short Duration High Yield Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3225 holding.
  • Cetera Investment Advisers first reported a position in Barings Global Short Duration High Yield Fund in Q1 2021 and has held it in 22 quarters since.
  • Cetera Investment Advisers's Barings Global Short Duration High Yield Fund position peaked at $1.19M in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.