Sanctuary Advisors’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Sanctuary Advisors’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	$149K	Sell	13,226 -970	-7%	-$11K	﹤0.01%	2669
2026 Q1	$158K	Buy	14,196 +268	+2%	+$3.09K	﹤0.01%	2407
2025 Q4	$164K	Hold	13,928	–	–	﹤0.01%	2305
2025 Q3	$170K	Sell	13,928 -226	-2%	-$2.8K	﹤0.01%	2298
2025 Q2	$172K	Buy	14,154 +624	+5%	+$7.37K	﹤0.01%	2201
2025 Q1	$163K	Sell	13,530 -3,507	-21%	-$43.1K	﹤0.01%	2071
2024 Q4	$211K	Hold	17,037	–	–	﹤0.01%	2217
2024 Q3	$212K	Buy	17,037 +561	+3%	+$6.8K	﹤0.01%	2197
2024 Q2	$194K	Buy	+16,476	New	+$196K	﹤0.01%	2189

Other funds holding BGB

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

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

Sanctuary Advisors's BGB Position: Q2 2026 in Review

Sanctuary Advisors reduced its Blackstone Strategic Credit 2027 Term Fund (BGB) stake by 6.8% in Q2 2026, selling an estimated $11K and leaving 13,226 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #2669.

Sanctuary Advisors first reported a position in BGB in Q2 2024 and has held it in 9 quarters since. The position peaked at $212K in Q3 2024. 86 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

Sanctuary Advisors held 13,226 shares of Blackstone Strategic Credit 2027 Term Fund worth $149K as of Q2 2026.
Sanctuary Advisors sold 970 Blackstone Strategic Credit 2027 Term Fund shares in Q2 2026, an estimated $11K.
Blackstone Strategic Credit 2027 Term Fund made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2669 holding.
Sanctuary Advisors first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Blackstone Strategic Credit 2027 Term Fund position peaked at $212K in Q3 2024.
86 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

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