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Spinnaker Investment Group’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Spinnaker Investment Group’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
-11,428
Closed -$135K – 151
2025
Q4 		$135K Sell
11,428
-33,513
-75% -$397K 0.02% 168
2025
Q3 		$547K Buy
+44,941
New +$557K 0.1% 73

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CBA
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Cresset Asset Management
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Spinnaker Investment Group's BGB Position: Q1 2026 in Review

Spinnaker Investment Group sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q1 2026, closing a stake of 11,428 shares — an estimated $135K sold.

Spinnaker Investment Group first reported a position in BGB in Q3 2025 and held it in 2 quarters. The position peaked at $547K in Q3 2025. 80 funds tracked by Wall St. Rank hold BGB as of Q1 2026.

  • Spinnaker Investment Group reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q1 2026 after selling out during the quarter.
  • Spinnaker Investment Group sold 11,428 Blackstone Strategic Credit 2027 Term Fund shares in Q1 2026, an estimated $135K.
  • Spinnaker Investment Group first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q3 2025 and held it in 2 quarters.
  • Spinnaker Investment Group's Blackstone Strategic Credit 2027 Term Fund position peaked at $547K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q1 2026.

Based on Spinnaker Investment Group's 13F filing for Q1 2026, filed 8 Apr 2026.