Northwestern Mutual Wealth Management’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Northwestern Mutual Wealth Management’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	–	Sell	-875	Closed	-$10.3K	–	4151
2025 Q4	$10.3K	Buy	+875	New	+$10.4K	﹤0.01%	2976
2024 Q3	–	Sell	-1,934	Closed	-$23K	–	3601
2024 Q2	$23K	Buy	+1,934	New	+$23K	﹤0.01%	2349
2024 Q1	–	Sell	-5,968	Closed	-$67.6K	–	3584
2023 Q4	$67.6K	Sell	5,968 -550	-8%	-$6.04K	﹤0.01%	1930
2023 Q3	$71.6K	Buy	6,518 +629	+11%	+$6.97K	﹤0.01%	1841
2023 Q2	$64.4K	Sell	5,889 -860	-13%	-$9.18K	﹤0.01%	1892
2023 Q1	$71.9K	Buy	6,749 +307	+5%	+$3.35K	﹤0.01%	1806
2022 Q4	$68.2K	Sell	6,442 -29,045	-82%	-$310K	﹤0.01%	1806
2022 Q3	$378K	Sell	35,487 -1,295	-4%	-$14.9K	﹤0.01%	1167
2022 Q2	$411K	Sell	36,782 -11,524	-24%	-$139K	﹤0.01%	1125
2022 Q1	$630K	Sell	48,306 -4,633	-9%	-$61.2K	﹤0.01%	995
2021 Q4	$714K	Buy	52,939 +6,882	+15%	+$95.2K	﹤0.01%	943
2021 Q3	$638K	Buy	46,057 +1,287	+3%	+$17.9K	﹤0.01%	899
2021 Q2	$623K	Sell	44,770 -5,111	-10%	-$69.3K	﹤0.01%	900
2021 Q1	$665K	Buy	49,881 +12,542	+34%	+$164K	﹤0.01%	837
2020 Q4	$466K	Buy	37,339 +27,811	+292%	+$341K	﹤0.01%	855
2020 Q3	$116K	Sell	9,528 -13,404	-58%	-$158K	﹤0.01%	1217
2020 Q2	$262K	Buy	22,932 +1,911	+9%	+$20.9K	﹤0.01%	883
2020 Q1	$219K	Buy	21,021 +7,053	+50%	+$94.8K	﹤0.01%	856
2019 Q4	$201K	Sell	13,968 -6,064	-30%	-$85.6K	﹤0.01%	950
2019 Q3	$292K	Sell	20,032 -4,186	-17%	-$61.6K	﹤0.01%	774
2019 Q2	$355K	Buy	24,218 +23,433	+2,985%	+$340K	﹤0.01%	721
2019 Q1	$11K	Sell	785 -408	-34%	-$5.86K	﹤0.01%	1914
2018 Q4	$16K	Buy	+1,193	New	+$17.6K	﹤0.01%	1669
2017 Q4	–	Sell	-1,992	Closed	-$32K	–	2303
2017 Q3	$32K	Buy	+1,992	New	+$31.8K	﹤0.01%	1277
2016 Q2	–	Sell	-6,025	Closed	-$82K	–	2062
2016 Q1	$82K	Buy	+6,025	New	+$77.8K	﹤0.01%	757

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

Northwestern Mutual Wealth Management's BGB Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q1 2026, closing a stake of 875 shares — an estimated $10.3K sold.

Northwestern Mutual Wealth Management first reported a position in BGB in Q1 2016 and held it in 25 quarters. The position peaked at $714K in Q4 2021. 80 funds tracked by Wall St. Rank hold BGB as of Q1 2026.

Northwestern Mutual Wealth Management reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q1 2026 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 875 Blackstone Strategic Credit 2027 Term Fund shares in Q1 2026, an estimated $10.3K.
Northwestern Mutual Wealth Management first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q1 2016 and held it in 25 quarters.
Northwestern Mutual Wealth Management's Blackstone Strategic Credit 2027 Term Fund position peaked at $714K in Q4 2021.
80 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.