Citadel Advisors
BGB

Citadel Advisors’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Citadel 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
Q1 		$148K Buy
+13,263
New +$153K ﹤0.01% 11694
2025
Q1 		– Sell
-10,355
Closed -$127K – 14498
2024
Q4 		$127K Buy
+10,355
New +$128K ﹤0.01% 11114
2020
Q2 		– Sell
-28,298
Closed -$295K – 9782
2020
Q1 		$295K Buy
+28,298
New +$380K ﹤0.01% 7367
2015
Q4 		– Sell
-10,294
Closed -$146K – 8722
2015
Q3 		$146K Buy
+10,294
New +$156K ﹤0.01% 6533
2014
Q1 		– Sell
-11,218
Closed -$200K – 7846
2013
Q4 		$200K Buy
+11,218
New +$201K ﹤0.01% 5023

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 $501B 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 $564B AUM 30.12% 1-Year Est. Return