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Tranquility Partners’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Tranquility Partners’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
Q3 		$548K Sell
48,790
-36,523
-43% -$411K 0.19% 122
2026
Q2 		$964K Sell
85,313
-17,766
-17% -$201K 0.33% 76
2026
Q1 		$1.15M Sell
103,079
-4,376
-4% -$50.5K 0.43% 54
2025
Q4 		$1.27M Sell
107,455
-848
-0.8% -$10K 0.46% 54
2025
Q3 		$1.32M Sell
108,303
-3,193
-3% -$39.6K 0.45% 57
2025
Q2 		$1.35M Sell
111,496
-4,258
-4% -$50.3K 0.48% 57
2025
Q1 		$1.4M Sell
115,754
-3,525
-3% -$43.3K 0.54% 47
2024
Q4 		$1.46M Sell
119,279
-5,150
-4% -$63.8K 0.55% 43
2024
Q3 		$1.53M Buy
124,429
+162
+0.1% +$1.96K 0.56% 46
2024
Q2 		$1.48M Buy
124,267
+5,209
+4% +$61.9K 0.57% 40
2024
Q1 		$1.42M Buy
119,058
+18,565
+18% +$216K 0.55% 48
2023
Q4 		$1.14M Sell
100,493
-12,189
-11% -$134K 0.48% 55
2023
Q3 		$1.24M Buy
112,682
+11,162
+11% +$124K 0.53% 47
2023
Q2 		$1.11M Hold
101,520
– – 0.48% 50
2023
Q1 		$1.08M Buy
+101,520
New +$1.11M 0.52% 53

Other funds holding BGB

SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Tranquility Partners's BGB Position: Q3 2026 in Review

Tranquility Partners reduced its Blackstone Strategic Credit 2027 Term Fund (BGB) stake by 43% in Q3 2026, selling an estimated $411K and leaving 48,790 shares worth $548K. The position accounts for 0.19% of the portfolio, ranked #122.

Tranquility Partners first reported a position in BGB in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.53M in Q3 2024. 9 funds tracked by Wall St. Rank hold BGB as of Q3 2026.

  • Tranquility Partners held 48,790 shares of Blackstone Strategic Credit 2027 Term Fund worth $548K as of Q3 2026.
  • Tranquility Partners sold 36,523 Blackstone Strategic Credit 2027 Term Fund shares in Q3 2026, an estimated $411K.
  • Blackstone Strategic Credit 2027 Term Fund made up 0.19% of Tranquility Partners's portfolio in Q3 2026, its #122 holding.
  • Tranquility Partners first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q1 2023 and has held it in 15 quarters since.
  • Tranquility Partners's Blackstone Strategic Credit 2027 Term Fund position peaked at $1.53M in Q3 2024.
  • 9 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q3 2026.

Based on Tranquility Partners's 13F filing for Q3 2026, filed 20 Oct 2026.