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BGH

NewEdge Advisors’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

NewEdge 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
Q2 		$1.13M Buy
79,957
+13,227
+20% +$186K ﹤0.01% 1582
2026
Q1 		$912K Sell
66,730
-1,419
-2% -$20.6K ﹤0.01% 1558
2025
Q4 		$1.02M Buy
68,149
+205
+0.3% +$3.1K ﹤0.01% 1472
2025
Q3 		$1.05M Buy
67,944
+23,981
+55% +$385K ﹤0.01% 1376
2025
Q2 		$677K Sell
43,963
-700
-2% -$10.2K ﹤0.01% 1518
2025
Q1 		$675K Sell
44,663
-2,000
-4% -$31.4K ﹤0.01% 1411
2024
Q4 		$720K Sell
46,663
-1,500
-3% -$23.3K ﹤0.01% 1338
2024
Q3 		$731K Sell
48,163
-2,100
-4% -$31.5K ﹤0.01% 1252
2024
Q2 		$726K Buy
50,263
+3,984
+9% +$56.7K 0.01% 1214
2024
Q1 		$662K Sell
46,279
-6,576
-12% -$92.2K 0.01% 1192
2023
Q4 		$722K Buy
52,855
+5,917
+13% +$75.7K 0.01% 1102
2023
Q3 		$596K Sell
46,938
-13,625
-22% -$181K 0.01% 1092
2023
Q2 		$790K Buy
60,563
+1,109
+2% +$14.5K 0.01% 976
2023
Q1 		$768K Sell
59,454
-3,191
-5% -$42.5K 0.01% 908
2022
Q4 		$784K Buy
62,645
+106
+0.2% +$1.35K 0.02% 598
2022
Q3 		$764K Buy
62,539
+1,900
+3% +$25.5K 0.01% 762
2022
Q2 		$789K Buy
60,639
+900
+2% +$12.9K 0.01% 786
2022
Q1 		$926K Sell
59,739
-5,400
-8% -$86.5K 0.01% 661
2021
Q4 		$1.13M Buy
+65,139
New +$1.11M 0.02% 669
2017
Q3 		– Sell
-718
Closed -$14.2K – 434
2017
Q2 		$14.2K Buy
+718
New +$14.4K ﹤0.01% 838

Other funds holding BGH

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

NewEdge Advisors's BGH Position: Q2 2026 in Review

NewEdge Advisors increased its Barings Global Short Duration High Yield Fund (BGH) stake by 20% in Q2 2026, buying an estimated $186K and bringing the position to 79,957 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

NewEdge Advisors first reported a position in BGH in Q2 2017 and has held it in 20 quarters since. The position peaked at $1.13M in Q4 2021. 55 funds tracked by Wall St. Rank hold BGH as of Q2 2026.

  • NewEdge Advisors held 79,957 shares of Barings Global Short Duration High Yield Fund worth $1.13M as of Q2 2026.
  • NewEdge Advisors bought 13,227 Barings Global Short Duration High Yield Fund shares in Q2 2026, an estimated $186K.
  • Barings Global Short Duration High Yield Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1582 holding.
  • NewEdge Advisors first reported a position in Barings Global Short Duration High Yield Fund in Q2 2017 and has held it in 20 quarters since.
  • NewEdge Advisors's Barings Global Short Duration High Yield Fund position peaked at $1.13M in Q4 2021.
  • 55 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q2 2026.

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