Secure Asset Management’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Secure Asset 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	$895K	Sell	63,488 -22,735	-26%	-$320K	0.13%	136
2026 Q1	$1.18M	Buy	86,223 +12,849	+18%	+$187K	0.19%	118
2025 Q4	$1.1M	Sell	73,374 -12,790	-15%	-$193K	0.17%	125
2025 Q3	$1.33M	Buy	86,164 +16,198	+23%	+$260K	0.22%	110
2025 Q2	$1.08M	Buy	69,966 +38,967	+126%	+$569K	0.2%	121
2025 Q1	$469K	Buy	30,999 +657	+2%	+$10.3K	0.09%	177
2024 Q4	$468K	Sell	30,342 -16,558	-35%	-$257K	0.07%	204
2024 Q3	$712K	Sell	46,900 -4,303	-8%	-$64.6K	0.12%	155
2024 Q2	$740K	Buy	+51,203	New	+$728K	0.14%	139

Other funds holding BGH

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Secure Asset Management's BGH Position: Q2 2026 in Review

Secure Asset Management reduced its Barings Global Short Duration High Yield Fund (BGH) stake by 26% in Q2 2026, selling an estimated $320K and leaving 63,488 shares worth $895K. The position accounts for 0.13% of the portfolio, ranked #136.

Secure Asset Management first reported a position in BGH in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.33M in Q3 2025. 55 funds tracked by Wall St. Rank hold BGH as of Q2 2026.

Secure Asset Management held 63,488 shares of Barings Global Short Duration High Yield Fund worth $895K as of Q2 2026.
Secure Asset Management sold 22,735 Barings Global Short Duration High Yield Fund shares in Q2 2026, an estimated $320K.
Barings Global Short Duration High Yield Fund made up 0.13% of Secure Asset Management's portfolio in Q2 2026, its #136 holding.
Secure Asset Management first reported a position in Barings Global Short Duration High Yield Fund in Q2 2024 and has held it in 9 quarters since.
Secure Asset Management's Barings Global Short Duration High Yield Fund position peaked at $1.33M in Q3 2025.
55 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.