Institute for Wealth Management’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Institute for Wealth Management’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
2026 Q2	$3.96K	Buy	+350	New	+$3.96K	﹤0.01%	1488
2019 Q4	–	Sell	-10,319	Closed	-$151K	–	681
2019 Q3	$151K	Hold	10,319	–	–	0.04%	405
2019 Q2	$151K	Sell	10,319 -300	-3%	-$4.35K	0.03%	453
2019 Q1	$151K	Hold	10,619	–	–	0.03%	426
2018 Q4	$143K	Buy	+10,619	New	+$157K	0.06%	248
2018 Q1	–	Sell	-10,619	Closed	-$166K	–	265
2017 Q4	$166K	Buy	+10,619	New	+$169K	0.04%	366
2017 Q3	–	Sell	-10,619	Closed	-$168K	–	262
2017 Q2	$168K	Buy	+10,619	New	+$171K	0.05%	387

Other funds holding BGB

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

CBA

Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Institute for Wealth Management's BGB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Blackstone Strategic Credit 2027 Term Fund (BGB) in Q2 2026: 350 shares worth $3.96K. The stake represents ﹤0.01% of the portfolio and ranks #1488 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in BGB as recently as Q3 2019.

Institute for Wealth Management first reported a position in BGB in Q2 2017 and has held it in 7 quarters since. The position peaked at $168K in Q2 2017. 86 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

Institute for Wealth Management held 350 shares of Blackstone Strategic Credit 2027 Term Fund worth $3.96K as of Q2 2026.
Blackstone Strategic Credit 2027 Term Fund was a new Institute for Wealth Management position in Q2 2026.
Blackstone Strategic Credit 2027 Term Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1488 holding.
Institute for Wealth Management first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q2 2017 and has held it in 7 quarters since.
Institute for Wealth Management's Blackstone Strategic Credit 2027 Term Fund position peaked at $168K in Q2 2017.
86 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.