Integrated Wealth Concepts’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Integrated Wealth Concepts’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	$5.64K	Buy	+400	New	+$5.63K	﹤0.01%	4914

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

Integrated Wealth Concepts's BGH Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Barings Global Short Duration High Yield Fund (BGH) in Q2 2026: 400 shares worth $5.64K. The stake represents ﹤0.01% of the portfolio and ranks #4914 among its holdings.

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

Integrated Wealth Concepts held 400 shares of Barings Global Short Duration High Yield Fund worth $5.64K as of Q2 2026.
Barings Global Short Duration High Yield Fund was a new Integrated Wealth Concepts position in Q2 2026.
Barings Global Short Duration High Yield Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4914 holding.
55 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.