IA
BGH

IFG Advisory’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

IFG Advisory’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
Q1 		$92.9K Buy
+6,800
New +$98.9K 0.27% 82
2024
Q4 		– Sell
-14,740
Closed -$224K – 674
2024
Q3 		$224K Hold
14,740
– – 0.01% 362
2024
Q2 		$213K Buy
+14,740
New +$210K 0.01% 580
2024
Q1 		– Sell
-14,740
Closed -$198K – 384
2023
Q4 		$198K Hold
14,740
– – 0.01% 560
2023
Q3 		$187K Hold
14,740
– – 0.02% 523
2023
Q2 		$192K Hold
14,740
– – 0.02% 310
2023
Q1 		$190K Buy
+14,740
New +$196K 0.02% 493

Other funds holding BGH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return