IFG
BGB

Independent Financial Group’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Independent Financial Group’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
Q4 		– Sell
-10,238
Closed -$125K – 1413
2025
Q3 		$125K Sell
10,238
-6,700
-40% -$83K ﹤0.01% 1324
2025
Q2 		$205K Sell
16,938
-1,424
-8% -$16.8K 0.01% 1214
2025
Q1 		$222K Sell
18,362
-20,774
-53% -$255K 0.01% 1070
2024
Q4 		$479K Sell
39,136
-1,523
-4% -$18.9K 0.02% 708
2024
Q3 		$501K Buy
40,659
+2,734
+7% +$33.1K 0.02% 651
2024
Q2 		$451K Sell
37,925
-550
-1% -$6.54K 0.02% 645
2024
Q1 		$458K Sell
38,475
-1,477
-4% -$17.2K 0.02% 618
2023
Q4 		$452K Buy
39,952
+40
+0.1% +$439 0.02% 582
2023
Q3 		$439K Buy
39,912
+2,637
+7% +$29.2K 0.03% 536
2023
Q2 		$407K Buy
37,275
+9,400
+34% +$100K 0.03% 533
2023
Q1 		$297K Buy
27,875
+16,975
+156% +$185K 0.02% 611
2022
Q4 		$115K Buy
+10,900
New +$116K 0.01% 752

Other funds holding BGB

CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
HighTower Advisors
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Financial Group's BGB Position: Q4 2025 in Review

Independent Financial Group sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q4 2025, closing a stake of 10,238 shares — an estimated $125K sold.

Independent Financial Group first reported a position in BGB in Q4 2022 and held it in 12 quarters. The position peaked at $501K in Q3 2024. 89 funds tracked by Wall St. Rank hold BGB as of Q4 2025.

  • Independent Financial Group reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 10,238 Blackstone Strategic Credit 2027 Term Fund shares in Q4 2025, an estimated $125K.
  • Independent Financial Group first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q4 2022 and held it in 12 quarters.
  • Independent Financial Group's Blackstone Strategic Credit 2027 Term Fund position peaked at $501K in Q3 2024.
  • 89 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.