FFWM
BGH

Future Financial Wealth Management’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Future Financial Wealth 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
Q4 		– Sell
-800
Closed -$12.4K – 150
2025
Q3 		$12.4K Hold
800
– – 0.01% 369
2025
Q2 		$12.3K Hold
800
– – 0.01% 358
2025
Q1 		$12.1K Hold
800
– – 0.01% 356
2024
Q4 		$12.4K Hold
800
– – 0.01% 355
2024
Q3 		$12.1K Buy
+800
New +$12K 0.01% 375
2024
Q2 		– Sell
-800
Closed -$11.4K – 146
2024
Q1 		$11.4K Buy
+800
New +$11.2K 0.01% 392
2022
Q2 		– Sell
-800
Closed -$12K – 156
2022
Q1 		$12K Hold
800
– – 0.01% 412
2021
Q4 		$14K Buy
+800
New +$13.6K 0.01% 399

Other funds holding BGH

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Future Financial Wealth Management's BGH Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Barings Global Short Duration High Yield Fund (BGH) in Q4 2025, closing a stake of 800 shares — an estimated $12.4K sold.

Future Financial Wealth Management first reported a position in BGH in Q4 2021 and held it in 8 quarters. The position peaked at $14K in Q4 2021. 49 funds tracked by Wall St. Rank hold BGH as of Q4 2025.

  • Future Financial Wealth Management reported no remaining Barings Global Short Duration High Yield Fund position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 800 Barings Global Short Duration High Yield Fund shares in Q4 2025, an estimated $12.4K.
  • Future Financial Wealth Management first reported a position in Barings Global Short Duration High Yield Fund in Q4 2021 and held it in 8 quarters.
  • Future Financial Wealth Management's Barings Global Short Duration High Yield Fund position peaked at $14K in Q4 2021.
  • 49 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.