HWP
BGH

Highline Wealth Partners’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Highline Wealth Partners’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
2026
Q2 		$2.82K Hold
200
– – ﹤0.01% 1086
2026
Q1 		$2.73K Hold
200
– – ﹤0.01% 967
2025
Q4 		$3K Hold
200
– – ﹤0.01% 734
2025
Q3 		$3.09K Buy
+200
New +$3.21K ﹤0.01% 736

Other funds holding BGH

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Highline Wealth Partners's BGH Position: Q2 2026 in Review

Highline Wealth Partners held its Barings Global Short Duration High Yield Fund (BGH) position steady in Q2 2026 at 200 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Highline Wealth Partners first reported a position in BGH in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.09K in Q3 2025. 9 funds tracked by Wall St. Rank hold BGH as of Q2 2026.

  • Highline Wealth Partners held 200 shares of Barings Global Short Duration High Yield Fund worth $2.82K as of Q2 2026.
  • Highline Wealth Partners left its Barings Global Short Duration High Yield Fund share count unchanged in Q2 2026.
  • Barings Global Short Duration High Yield Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1086 holding.
  • Highline Wealth Partners first reported a position in Barings Global Short Duration High Yield Fund in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's Barings Global Short Duration High Yield Fund position peaked at $3.09K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.