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 Q2	$95.9K	Hold	6,800	–	–	﹤0.01%	1097
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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

IFG Advisory's BGH Position: Q2 2026 in Review

IFG Advisory held its Barings Global Short Duration High Yield Fund (BGH) position steady in Q2 2026 at 6,800 shares worth $95.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

IFG Advisory first reported a position in BGH in Q1 2023 and has held it in 8 quarters since. The position peaked at $224K in Q3 2024. 55 funds tracked by Wall St. Rank hold BGH as of Q2 2026.

IFG Advisory held 6,800 shares of Barings Global Short Duration High Yield Fund worth $95.9K as of Q2 2026.
IFG Advisory 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 IFG Advisory's portfolio in Q2 2026, its #1097 holding.
IFG Advisory first reported a position in Barings Global Short Duration High Yield Fund in Q1 2023 and has held it in 8 quarters since.
IFG Advisory's Barings Global Short Duration High Yield Fund position peaked at $224K in Q3 2024.
55 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.