JSL
BGB

JT Stratford LLC’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

JT Stratford LLC’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
Q1 		$138K Sell
12,415
-735
-6% -$8.48K 0.02% 290
2025
Q4 		$155K Sell
13,150
-340
-3% -$4.02K 0.02% 296
2025
Q3 		$164K Buy
13,490
+3,285
+32% +$40.7K 0.02% 304
2025
Q2 		$124K Buy
+10,205
New +$121K 0.02% 302
2023
Q4 		– Sell
-10,276
Closed -$113K – 244
2023
Q3 		$113K Sell
10,276
-1,725
-14% -$19.1K 0.03% 227
2023
Q2 		$131K Hold
12,001
– – 0.04% 226
2023
Q1 		$128K Hold
12,001
– – 0.04% 218
2022
Q4 		$127K Hold
12,001
– – 0.04% 205
2022
Q3 		$128K Hold
12,001
– – 0.05% 188
2022
Q2 		$134K Hold
12,001
– – 0.04% 208
2022
Q1 		$157K Sell
12,001
-825
-6% -$10.9K 0.05% 200
2021
Q4 		$173K Sell
12,826
-3,001
-19% -$41.5K 0.05% 206
2021
Q3 		$219K Sell
15,827
-1,170
-7% -$16.2K 0.07% 198
2021
Q2 		$237K Sell
16,997
-153
-0.9% -$2.07K 0.08% 190
2021
Q1 		$229K Buy
+17,150
New +$225K 0.08% 181
2019
Q4 		– Sell
-11,104
Closed -$162K – 148
2019
Q3 		$162K Buy
11,104
+846
+8% +$12.5K 0.09% 152
2019
Q2 		$150K Hold
10,258
– – 0.08% 140
2019
Q1 		$146K Buy
10,258
+15
+0.1% +$215 0.08% 118
2018
Q4 		$138K Buy
10,243
+49
+0.5% +$725 0.09% 98
2018
Q3 		$162K Buy
+10,194
New +$163K 0.09% 102

Other funds holding BGB

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JT Stratford LLC's BGB Position: Q1 2026 in Review

JT Stratford LLC reduced its Blackstone Strategic Credit 2027 Term Fund (BGB) stake by 5.6% in Q1 2026, selling an estimated $8.48K and leaving 12,415 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #290.

JT Stratford LLC first reported a position in BGB in Q3 2018 and has held it in 20 quarters since. The position peaked at $237K in Q2 2021. 80 funds tracked by Wall St. Rank hold BGB as of Q1 2026.

  • JT Stratford LLC held 12,415 shares of Blackstone Strategic Credit 2027 Term Fund worth $138K as of Q1 2026.
  • JT Stratford LLC sold 735 Blackstone Strategic Credit 2027 Term Fund shares in Q1 2026, an estimated $8.48K.
  • Blackstone Strategic Credit 2027 Term Fund made up 0.02% of JT Stratford LLC's portfolio in Q1 2026, its #290 holding.
  • JT Stratford LLC first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q3 2018 and has held it in 20 quarters since.
  • JT Stratford LLC's Blackstone Strategic Credit 2027 Term Fund position peaked at $237K in Q2 2021.
  • 80 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.