HI
BGB

Harbour Investments’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Harbour Investments’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
2025
Q3 		– Sell
-190
Closed -$2.3K – 3758
2025
Q2 		$2.3K Buy
+190
New +$2.24K ﹤0.01% 3094

Other funds holding BGB

CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return

Harbour Investments's BGB Position: Q3 2025 in Review

Harbour Investments sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q3 2025, closing a stake of 190 shares — an estimated $2.3K sold.

Harbour Investments first reported a position in BGB in Q2 2025 and held it in 1 quarter. The position peaked at $2.3K in Q2 2025. 84 funds tracked by Wall St. Rank hold BGB as of Q3 2025.

  • Harbour Investments reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q3 2025 after selling out during the quarter.
  • Harbour Investments sold 190 Blackstone Strategic Credit 2027 Term Fund shares in Q3 2025, an estimated $2.3K.
  • Harbour Investments first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q2 2025 and held it in 1 quarter.
  • Harbour Investments's Blackstone Strategic Credit 2027 Term Fund position peaked at $2.3K in Q2 2025.
  • 84 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q3 2025.

Based on Harbour Investments's 13F filing for Q3 2025, filed 12 Nov 2025.