MYIA
BGB

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
Q2 		$2.65M Sell
234,122
-28,498
-11% -$322K 0.05% 354
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 $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Mount Yale Investment Advisors's BGB Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Blackstone Strategic Credit 2027 Term Fund (BGB) stake by 11% in Q2 2026, selling an estimated $322K and leaving 234,122 shares worth $2.65M. The position accounts for 0.05% of the portfolio, ranked #354.

Mount Yale Investment Advisors first reported a position in BGB in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.37M in Q3 2025. 86 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

  • Mount Yale Investment Advisors held 234,122 shares of Blackstone Strategic Credit 2027 Term Fund worth $2.65M as of Q2 2026.
  • Mount Yale Investment Advisors sold 28,498 Blackstone Strategic Credit 2027 Term Fund shares in Q2 2026, an estimated $322K.
  • Blackstone Strategic Credit 2027 Term Fund made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #354 holding.
  • Mount Yale Investment Advisors first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q3 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Blackstone Strategic Credit 2027 Term Fund position peaked at $3.37M in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.