IFWM
BGH

Institute for Wealth Management’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Institute for Wealth Management’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 		$7.43K Buy
+527
New +$7.41K ﹤0.01% 1383

Other funds holding BGH

TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Barings Global Short Duration High Yield Fund (BGH) in Q2 2026: 527 shares worth $7.43K. The stake represents ﹤0.01% of the portfolio and ranks #1383 among its holdings.

25 funds tracked by Wall St. Rank hold BGH as of Q2 2026.

  • Institute for Wealth Management held 527 shares of Barings Global Short Duration High Yield Fund worth $7.43K as of Q2 2026.
  • Barings Global Short Duration High Yield Fund was a new Institute for Wealth Management position in Q2 2026.
  • Barings Global Short Duration High Yield Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1383 holding.
  • 25 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q2 2026.

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