OIM
BGB

Oder Investment Management’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Oder Investment 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
Q2 		$554K Buy
48,984
+679
+1% +$7.67K 0.37% 74
2026
Q1 		$539K Buy
48,305
+655
+1% +$7.56K 0.41% 63
2025
Q4 		$561K Buy
47,650
+4,534
+11% +$53.7K 0.41% 62
2025
Q3 		$525K Buy
43,116
+7,083
+20% +$87.7K 0.38% 65
2025
Q2 		$437K Sell
36,033
-14,163
-28% -$167K 0.33% 70
2025
Q1 		$606K Sell
50,196
-3,900
-7% -$47.9K 0.52% 58
2024
Q4 		$662K Sell
54,096
-1,888
-3% -$23.4K 0.55% 49
2024
Q3 		$690K Buy
55,984
+595
+1% +$7.21K 0.59% 55
2024
Q2 		$659K Sell
55,389
-10,545
-16% -$125K 0.6% 51
2024
Q1 		$785K Sell
65,934
-679
-1% -$7.91K 0.73% 47
2023
Q4 		$754K Sell
66,613
-194
-0.3% -$2.13K 0.75% 43
2023
Q3 		$734K Buy
66,807
+4,150
+7% +$46K 0.8% 36
2023
Q2 		$685K Sell
62,657
-99
-0.2% -$1.06K 0.75% 43
2023
Q1 		$668K Buy
62,756
+2,032
+3% +$22.2K 0.78% 42
2022
Q4 		$642K Sell
60,724
-2,452
-4% -$26.2K 0.8% 42
2022
Q3 		$672K Sell
63,176
-1,289
-2% -$14.8K 0.79% 41
2022
Q2 		$720K Buy
64,465
+4,809
+8% +$57.8K 0.89% 38
2022
Q1 		$779K Buy
59,656
+8,648
+17% +$114K 0.89% 36
2021
Q4 		$688K Buy
51,008
+7,133
+16% +$98.7K 0.97% 28
2021
Q3 		$607K Buy
43,875
+6,458
+17% +$89.6K 0.89% 34
2021
Q2 		$521K Sell
37,417
-13,219
-26% -$179K 0.68% 42
2021
Q1 		$675K Buy
50,636
+10,543
+26% +$138K 0.92% 31
2020
Q4 		$502K Buy
+40,093
New +$492K 0.49% 49

Other funds holding BGB

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Oder Investment Management's BGB Position: Q2 2026 in Review

Oder Investment Management increased its Blackstone Strategic Credit 2027 Term Fund (BGB) stake by 1.4% in Q2 2026, buying an estimated $7.67K and bringing the position to 48,984 shares worth $554K. The position accounts for 0.37% of the portfolio, ranked #74.

Oder Investment Management first reported a position in BGB in Q4 2020 and has held it in 23 quarters since. The position peaked at $785K in Q1 2024. 86 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

  • Oder Investment Management held 48,984 shares of Blackstone Strategic Credit 2027 Term Fund worth $554K as of Q2 2026.
  • Oder Investment Management bought 679 Blackstone Strategic Credit 2027 Term Fund shares in Q2 2026, an estimated $7.67K.
  • Blackstone Strategic Credit 2027 Term Fund made up 0.37% of Oder Investment Management's portfolio in Q2 2026, its #74 holding.
  • Oder Investment Management first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q4 2020 and has held it in 23 quarters since.
  • Oder Investment Management's Blackstone Strategic Credit 2027 Term Fund position peaked at $785K in Q1 2024.
  • 86 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on Oder Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.