Clear Creek Financial Management’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Clear Creek Financial Management’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
2025 Q2	–	Sell	-11,938	Closed	-$144K	–	541
2025 Q1	$144K	Sell	11,938 -456	-4%	-$5.6K	0.01%	511
2024 Q4	$152K	Sell	12,394 -2,473	-17%	-$30.6K	0.02%	455
2024 Q3	$183K	Buy	14,867 +55	+0.4%	+$667	0.02%	443
2024 Q2	$176K	Sell	14,812 -2,502	-14%	-$29.8K	0.02%	426
2024 Q1	$206K	Buy	17,314 +3,064	+22%	+$35.7K	0.03%	397
2023 Q4	$161K	Buy	+14,250	New	+$156K	0.03%	327

Other funds holding BGB

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clear Creek Financial Management's BGB Position: Q2 2025 in Review

Clear Creek Financial Management sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q2 2025, closing a stake of 11,938 shares — an estimated $144K sold.

Clear Creek Financial Management first reported a position in BGB in Q4 2023 and held it in 6 quarters. The position peaked at $206K in Q1 2024. 79 funds tracked by Wall St. Rank hold BGB as of Q2 2025.

Clear Creek Financial Management reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q2 2025 after selling out during the quarter.
Clear Creek Financial Management sold 11,938 Blackstone Strategic Credit 2027 Term Fund shares in Q2 2025, an estimated $144K.
Clear Creek Financial Management first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q4 2023 and held it in 6 quarters.
Clear Creek Financial Management's Blackstone Strategic Credit 2027 Term Fund position peaked at $206K in Q1 2024.
79 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2025.

Based on Clear Creek Financial Management's 13F filing for Q2 2025, filed 23 Jul 2025.