CIA
BGB

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

Concurrent Investment 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
2025
Q1 		– Sell
-10,479
Closed -$128K – 1247
2024
Q4 		$128K Sell
10,479
-523
-5% -$6.48K ﹤0.01% 1036
2024
Q3 		$136K Sell
11,002
-393
-3% -$4.76K ﹤0.01% 984
2024
Q2 		$135K Buy
+11,395
New +$136K ﹤0.01% 914

Other funds holding BGB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concurrent Investment Advisors's BGB Position: Q1 2025 in Review

Concurrent Investment Advisors sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q1 2025, closing a stake of 10,479 shares — an estimated $128K sold.

Concurrent Investment Advisors first reported a position in BGB in Q2 2024 and held it in 3 quarters. The position peaked at $136K in Q3 2024. 80 funds tracked by Wall St. Rank hold BGB as of Q1 2025.

  • Concurrent Investment Advisors reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q1 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 10,479 Blackstone Strategic Credit 2027 Term Fund shares in Q1 2025, an estimated $128K.
  • Concurrent Investment Advisors first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q2 2024 and held it in 3 quarters.
  • Concurrent Investment Advisors's Blackstone Strategic Credit 2027 Term Fund position peaked at $136K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q1 2025.

Based on Concurrent Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.