JWCA
BGH

J.W. Cole Advisors’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

J.W. Cole Advisors’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 		$168K Buy
+11,910
New +$167K ﹤0.01% 1527
2026
Q1 		– Sell
-109,868
Closed -$1.65M – 815
2025
Q4 		$1.65M Buy
109,868
+11,343
+12% +$171K 0.04% 458
2025
Q3 		$1.52M Buy
98,525
+86,322
+707% +$1.39M 0.03% 560
2025
Q2 		$188K Sell
12,203
-2,786
-19% -$40.7K ﹤0.01% 1364
2025
Q1 		$227K Buy
14,989
+2,391
+19% +$37.5K 0.01% 1092
2024
Q4 		$195K Sell
12,598
-1,786
-12% -$27.7K 0.01% 911
2024
Q3 		$218K Buy
14,384
+1,031
+8% +$15.5K 0.01% 877
2024
Q2 		$193K Buy
+13,353
New +$190K 0.01% 852

Other funds holding BGH

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

J.W. Cole Advisors's BGH Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Barings Global Short Duration High Yield Fund (BGH) in Q2 2026: 11,910 shares worth $168K. The stake represents ﹤0.01% of the portfolio and ranks #1527 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in BGH as recently as Q4 2025.

J.W. Cole Advisors first reported a position in BGH in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.65M in Q4 2025. 9 funds tracked by Wall St. Rank hold BGH as of Q2 2026.

  • J.W. Cole Advisors held 11,910 shares of Barings Global Short Duration High Yield Fund worth $168K as of Q2 2026.
  • Barings Global Short Duration High Yield Fund was a new J.W. Cole Advisors position in Q2 2026.
  • Barings Global Short Duration High Yield Fund made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1527 holding.
  • J.W. Cole Advisors first reported a position in Barings Global Short Duration High Yield Fund in Q2 2024 and has held it in 8 quarters since.
  • J.W. Cole Advisors's Barings Global Short Duration High Yield Fund position peaked at $1.65M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.