Creekmur Asset Management’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Creekmur Asset Management’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	$25	Sell	2 -1	-33%	-$16	﹤0.01%	775
2025 Q2	$39	Hold	3	–	–	﹤0.01%	768
2025 Q1	$47	Hold	3	–	–	﹤0.01%	696
2024 Q4	$47	Sell	3 -5	-63%	-$78	﹤0.01%	852
2024 Q3	$124	Hold	8	–	–	﹤0.01%	896
2024 Q2	$114	Sell	8 -2,173	-100%	-$30.9K	﹤0.01%	945
2024 Q1	$31.2K	Sell	2,181 -2,555	-54%	-$35.8K	0.01%	318
2023 Q4	$63.6K	Buy	+4,736	New	+$60.6K	0.02%	266

Other funds holding BGH

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $306M AUM 30.17% 1-Year Est. Return

Creekmur Asset Management's BGH Position: Q3 2025 in Review

Creekmur Asset Management reduced its Barings Global Short Duration High Yield Fund (BGH) stake by 33% in Q3 2025, selling an estimated $16 and leaving 2 shares worth $25. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Creekmur Asset Management first reported a position in BGH in Q4 2023 and has held it in 8 quarters since. The position peaked at $63.6K in Q4 2023. 54 funds tracked by Wall St. Rank hold BGH as of Q3 2025.

Creekmur Asset Management held 2 shares of Barings Global Short Duration High Yield Fund worth $25 as of Q3 2025.
Creekmur Asset Management sold 1 Barings Global Short Duration High Yield Fund share in Q3 2025, an estimated $16.
Barings Global Short Duration High Yield Fund made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #775 holding.
Creekmur Asset Management first reported a position in Barings Global Short Duration High Yield Fund in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's Barings Global Short Duration High Yield Fund position peaked at $63.6K in Q4 2023.
54 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.