MWM
BGB

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

Melfa 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
Q1 		$125K Hold
11,167
– – 0.07% 185
2025
Q4 		$132K Hold
11,167
– – 0.08% 190
2025
Q3 		$136K Hold
11,167
– – 0.08% 186
2025
Q2 		$135K Hold
11,167
– – 0.09% 190
2025
Q1 		$135K Hold
11,167
– – 0.09% 185
2024
Q4 		$137K Hold
11,167
– – 0.09% 186
2024
Q3 		$138K Hold
11,167
– – 0.09% 186
2024
Q2 		$133K Hold
11,167
– – 0.09% 185
2024
Q1 		$133K Hold
11,167
– – 0.1% 179
2023
Q4 		$126K Hold
11,167
– – 0.12% 131
2023
Q3 		$123K Hold
11,167
– – 0.13% 122
2023
Q2 		$122K Buy
+11,167
New +$119K 0.12% 130

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