Graves Light Lenhart Wealth’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Graves Light Lenhart Wealth’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
2026 Q2	$113K	Hold	10,000	–	–	0.01%	201
2026 Q1	$112K	Hold	10,000	–	–	0.01%	195
2025 Q4	$118K	Hold	10,000	–	–	0.01%	189
2025 Q3	$122K	Hold	10,000	–	–	0.01%	191
2025 Q2	$121K	Hold	10,000	–	–	0.01%	189
2025 Q1	$121K	Hold	10,000	–	–	0.01%	184
2024 Q4	$122K	Hold	10,000	–	–	0.02%	180
2024 Q3	$123K	Hold	10,000	–	–	0.02%	186
2024 Q2	$119K	Hold	10,000	–	–	0.01%	178
2024 Q1	$119K	Hold	10,000	–	–	0.01%	181
2023 Q4	$113K	Hold	10,000	–	–	0.01%	177
2023 Q3	$109K	Hold	10,000	–	–	0.01%	169
2023 Q2	$109K	Hold	10,000	–	–	0.01%	180
2023 Q1	$107K	Hold	10,000	–	–	0.02%	167
2022 Q4	$106K	Hold	10,000	–	–	0.02%	163
2022 Q3	$106K	Hold	10,000	–	–	0.02%	163
2022 Q2	$112K	Hold	10,000	–	–	0.02%	219
2022 Q1	$130K	Hold	10,000	–	–	0.02%	223
2021 Q4	$135K	Hold	10,000	–	–	0.02%	245
2021 Q3	$138K	Hold	10,000	–	–	0.02%	224
2021 Q2	$139K	Hold	10,000	–	–	0.02%	220
2021 Q1	$133K	Hold	10,000	–	–	0.02%	224
2020 Q4	$125K	Hold	10,000	–	–	0.02%	224
2020 Q3	$122K	Hold	10,000	–	–	0.03%	160
2020 Q2	$114K	Hold	10,000	–	–	0.03%	157
2020 Q1	$104K	Hold	10,000	–	–	0.03%	147
2019 Q4	$144K	Hold	10,000	–	–	0.03%	173
2019 Q3	$137K	Hold	10,000	–	–	0.03%	171
2019 Q2	$147K	Hold	10,000	–	–	0.04%	157
2019 Q1	$143K	Hold	10,000	–	–	0.04%	151
2018 Q4	$135K	Buy	+10,000	New	+$148K	0.04%	143

Other funds holding BGB

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

CBA

Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Graves Light Lenhart Wealth's BGB Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its Blackstone Strategic Credit 2027 Term Fund (BGB) position steady in Q2 2026 at 10,000 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #201.

Graves Light Lenhart Wealth first reported a position in BGB in Q4 2018 and has held it in 31 quarters since. The position peaked at $147K in Q2 2019. 86 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

Graves Light Lenhart Wealth held 10,000 shares of Blackstone Strategic Credit 2027 Term Fund worth $113K as of Q2 2026.
Graves Light Lenhart Wealth left its Blackstone Strategic Credit 2027 Term Fund share count unchanged in Q2 2026.
Blackstone Strategic Credit 2027 Term Fund made up 0.01% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #201 holding.
Graves Light Lenhart Wealth first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q4 2018 and has held it in 31 quarters since.
Graves Light Lenhart Wealth's Blackstone Strategic Credit 2027 Term Fund position peaked at $147K in Q2 2019.
86 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.