CWP
BGH

Concord Wealth Partners’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Concord Wealth Partners’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
2025
Q3 		– Sell
-497
Closed -$7.65K – 839
2025
Q2 		$7.65K Hold
497
– – ﹤0.01% 575
2025
Q1 		$7.51K Buy
+497
New +$7.79K ﹤0.01% 541

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TCMG
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GC
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return

Concord Wealth Partners's BGH Position: Q3 2025 in Review

Concord Wealth Partners sold out of Barings Global Short Duration High Yield Fund (BGH) in Q3 2025, closing a stake of 497 shares — an estimated $7.65K sold.

Concord Wealth Partners first reported a position in BGH in Q1 2025 and held it in 2 quarters. The position peaked at $7.65K in Q2 2025. 54 funds tracked by Wall St. Rank hold BGH as of Q3 2025.

  • Concord Wealth Partners reported no remaining Barings Global Short Duration High Yield Fund position as of Q3 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 497 Barings Global Short Duration High Yield Fund shares in Q3 2025, an estimated $7.65K.
  • Concord Wealth Partners first reported a position in Barings Global Short Duration High Yield Fund in Q1 2025 and held it in 2 quarters.
  • Concord Wealth Partners's Barings Global Short Duration High Yield Fund position peaked at $7.65K in Q2 2025.
  • 54 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.