Northwestern Mutual Wealth Management
BGH

Northwestern Mutual Wealth Management’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Northwestern Mutual Wealth Management’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 		$25.9K Hold
1,837
– – ﹤0.01% 2775
2026
Q1 		$25.1K Sell
1,837
-1,500
-45% -$21.8K ﹤0.01% 2718
2025
Q4 		$50.1K Buy
+3,337
New +$50.4K ﹤0.01% 2398
2025
Q1 		– Sell
-1,064
Closed -$16.4K – 3681
2024
Q4 		$16.4K Hold
1,064
– – ﹤0.01% 2579
2024
Q3 		$16.2K Hold
1,064
– – ﹤0.01% 2539
2024
Q2 		$15.4K Hold
1,064
– – ﹤0.01% 2494
2024
Q1 		$15.2K Hold
1,064
– – ﹤0.01% 2493
2023
Q4 		$14.3K Hold
1,064
– – ﹤0.01% 2513
2023
Q3 		$13.5K Hold
1,064
– – ﹤0.01% 2450
2023
Q2 		$13.9K Sell
1,064
-1,334
-56% -$17.4K ﹤0.01% 2443
2023
Q1 		$30.9K Sell
2,398
-73
-3% -$971 ﹤0.01% 2117
2022
Q4 		$31.3K Sell
2,471
-57,710
-96% -$737K ﹤0.01% 2081
2022
Q3 		$735K Sell
60,181
-45,608
-43% -$613K ﹤0.01% 916
2022
Q2 		$1.38M Sell
105,789
-1,716
-2% -$24.5K ﹤0.01% 725
2022
Q1 		$1.67M Buy
107,505
+27,358
+34% +$438K ﹤0.01% 683
2021
Q4 		$1.39M Buy
80,147
+1,529
+2% +$26K ﹤0.01% 711
2021
Q3 		$1.34M Buy
78,618
+3,743
+5% +$63.8K ﹤0.01% 676
2021
Q2 		$1.28M Buy
+74,875
New +$1.24M ﹤0.01% 681
2020
Q4 		– Sell
-500
Closed -$7K – 2691
2020
Q3 		$7K Buy
+500
New +$6.56K ﹤0.01% 2072
2020
Q2 		– Sell
-10,247
Closed -$114K – 2394
2020
Q1 		$114K Sell
10,247
-1,518
-13% -$24.3K ﹤0.01% 1069
2019
Q4 		$206K Buy
11,765
+2,023
+21% +$34.5K ﹤0.01% 932
2019
Q3 		$170K Buy
9,742
+239
+3% +$4.25K ﹤0.01% 952
2019
Q2 		$168K Buy
9,503
+227
+2% +$4.14K ﹤0.01% 936
2019
Q1 		$168K Buy
9,276
+1,076
+13% +$18.9K ﹤0.01% 908
2018
Q4 		$131K Buy
8,200
+198
+2% +$3.46K ﹤0.01% 912
2018
Q3 		$155K Buy
8,002
+184
+2% +$3.53K ﹤0.01% 885
2018
Q2 		$147K Sell
7,818
-882
-10% -$16.5K ﹤0.01% 864
2018
Q1 		$162K Buy
+8,700
New +$164K ﹤0.01% 799
2017
Q4 		– Sell
-1
Closed – – 2304
2017
Q3 		$0 Buy
+1
New +$20 ﹤0.01% 2148
2014
Q4 		– Sell
-100
Closed -$2K – 1704
2014
Q3 		$2K Buy
+100
New +$2.37K ﹤0.01% 1179

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

Northwestern Mutual Wealth Management's BGH Position: Q2 2026 in Review

Northwestern Mutual Wealth Management held its Barings Global Short Duration High Yield Fund (BGH) position steady in Q2 2026 at 1,837 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2775.

Northwestern Mutual Wealth Management first reported a position in BGH in Q3 2014 and has held it in 30 quarters since. The position peaked at $1.67M in Q1 2022. 55 funds tracked by Wall St. Rank hold BGH as of Q2 2026.

  • Northwestern Mutual Wealth Management held 1,837 shares of Barings Global Short Duration High Yield Fund worth $25.9K as of Q2 2026.
  • Northwestern Mutual Wealth Management left its Barings Global Short Duration High Yield Fund share count unchanged in Q2 2026.
  • Barings Global Short Duration High Yield Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2775 holding.
  • Northwestern Mutual Wealth Management first reported a position in Barings Global Short Duration High Yield Fund in Q3 2014 and has held it in 30 quarters since.
  • Northwestern Mutual Wealth Management's Barings Global Short Duration High Yield Fund position peaked at $1.67M in Q1 2022.
  • 55 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.