Mount Yale Investment Advisors’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Mount Yale Investment Advisors’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	$2.93M	Buy	262,620 +9,219	+4%	+$106K	0.07%	291
2025 Q4	$3M	Sell	253,401 -23,622	-9%	-$280K	0.14%	149
2025 Q3	$3.37M	Buy	+277,023	New	+$3.43M	0.23%	100

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mount Yale Investment Advisors's BGB Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Blackstone Strategic Credit 2027 Term Fund (BGB) stake by 3.6% in Q1 2026, buying an estimated $106K and bringing the position to 262,620 shares worth $2.93M. The position accounts for 0.07% of the portfolio, ranked #291.

Mount Yale Investment Advisors first reported a position in BGB in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.37M in Q3 2025. 80 funds tracked by Wall St. Rank hold BGB as of Q1 2026.

Mount Yale Investment Advisors held 262,620 shares of Blackstone Strategic Credit 2027 Term Fund worth $2.93M as of Q1 2026.
Mount Yale Investment Advisors bought 9,219 Blackstone Strategic Credit 2027 Term Fund shares in Q1 2026, an estimated $106K.
Blackstone Strategic Credit 2027 Term Fund made up 0.07% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #291 holding.
Mount Yale Investment Advisors first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q3 2025 and has held it in 3 quarters since.
Mount Yale Investment Advisors's Blackstone Strategic Credit 2027 Term Fund position peaked at $3.37M in Q3 2025.
80 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.