CIA
BGH

Concurrent Investment Advisors’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Concurrent Investment Advisors’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 		$150K Buy
+10,636
New +$150K ﹤0.01% 1988

Other funds holding BGH

TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Concurrent Investment Advisors's BGH Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Barings Global Short Duration High Yield Fund (BGH) in Q2 2026: 10,636 shares worth $150K. The stake represents ﹤0.01% of the portfolio and ranks #1988 among its holdings.

14 funds tracked by Wall St. Rank hold BGH as of Q2 2026.

  • Concurrent Investment Advisors held 10,636 shares of Barings Global Short Duration High Yield Fund worth $150K as of Q2 2026.
  • Barings Global Short Duration High Yield Fund was a new Concurrent Investment Advisors position in Q2 2026.
  • Barings Global Short Duration High Yield Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1988 holding.
  • 14 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.