NWMP
BGB

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

Noble Wealth Management PBC’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 		$6.78K Hold
600
– – ﹤0.01% 496
2026
Q1 		$6.69K Sell
600
-5,675
-90% -$65.5K ﹤0.01% 485
2025
Q4 		$73.9K Buy
6,275
+4,275
+214% +$50.6K 0.04% 217
2025
Q3 		$24.3K Buy
+2,000
New +$24.8K 0.01% 340

Other funds holding BGB

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

Noble Wealth Management PBC's BGB Position: Q2 2026 in Review

Noble Wealth Management PBC held its Blackstone Strategic Credit 2027 Term Fund (BGB) position steady in Q2 2026 at 600 shares worth $6.78K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Noble Wealth Management PBC first reported a position in BGB in Q3 2025 and has held it in 4 quarters since. The position peaked at $73.9K in Q4 2025. 12 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

  • Noble Wealth Management PBC held 600 shares of Blackstone Strategic Credit 2027 Term Fund worth $6.78K as of Q2 2026.
  • Noble Wealth Management PBC left its Blackstone Strategic Credit 2027 Term Fund share count unchanged in Q2 2026.
  • Blackstone Strategic Credit 2027 Term Fund made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q2 2026, its #496 holding.
  • Noble Wealth Management PBC first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q3 2025 and has held it in 4 quarters since.
  • Noble Wealth Management PBC's Blackstone Strategic Credit 2027 Term Fund position peaked at $73.9K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.