MYIA
BGH

Mount Yale Investment Advisors’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Mount Yale Investment 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
Q1 		$138K Hold
10,000
– – ﹤0.01% 1071
2025
Q4 		$151K Hold
10,000
– – 0.01% 703
2025
Q3 		$156K Buy
+10,000
New +$161K 0.01% 647

Other funds holding BGH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

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

Mount Yale Investment Advisors held its Barings Global Short Duration High Yield Fund (BGH) position steady in Q1 2026 at 10,000 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Mount Yale Investment Advisors first reported a position in BGH in Q3 2025 and has held it in 3 quarters since. The position peaked at $156K in Q3 2025. 50 funds tracked by Wall St. Rank hold BGH as of Q1 2026.

  • Mount Yale Investment Advisors held 10,000 shares of Barings Global Short Duration High Yield Fund worth $138K as of Q1 2026.
  • Mount Yale Investment Advisors left its Barings Global Short Duration High Yield Fund share count unchanged in Q1 2026.
  • Barings Global Short Duration High Yield Fund made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1071 holding.
  • Mount Yale Investment Advisors first reported a position in Barings Global Short Duration High Yield Fund in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Barings Global Short Duration High Yield Fund position peaked at $156K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q1 2026.

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