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 $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return