WLPWM
BGB

Walled Lake Planning & Wealth Management’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Walled Lake Planning & Wealth 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 		$312K Hold
27,575
– – 0.08% 110
2026
Q1 		$307K Buy
27,575
+8,500
+45% +$98.1K 0.09% 106
2025
Q4 		$225K Hold
19,075
– – 0.07% 125
2025
Q3 		$232K Hold
19,075
– – 0.08% 127
2025
Q2 		$231K Hold
19,075
– – 0.08% 120
2025
Q1 		$230K Hold
19,075
– – 0.08% 118
2024
Q4 		$233K Hold
19,075
– – 0.09% 116
2024
Q3 		$235K Hold
19,075
– – 0.09% 113
2024
Q2 		$227K Hold
19,075
– – 0.09% 104
2024
Q1 		$227K Hold
19,075
– – 0.09% 96
2023
Q4 		$216K Hold
19,075
– – 0.1% 96
2023
Q3 		$210K Hold
19,075
– – 0.11% 89
2023
Q2 		$208K Buy
+19,075
New +$204K 0.1% 88

Other funds holding BGB

RF
Robbins Farley Bedford, New Hampshire $260M AUM 29.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TP
Tranquility Partners Brentwood, Tennessee $291M AUM 19.25% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Walled Lake Planning & Wealth Management's BGB Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management held its Blackstone Strategic Credit 2027 Term Fund (BGB) position steady in Q2 2026 at 27,575 shares worth $312K. The position accounts for 0.08% of the portfolio, ranked #110.

Walled Lake Planning & Wealth Management first reported a position in BGB in Q2 2023 and has held it in 13 quarters since. 17 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 27,575 shares of Blackstone Strategic Credit 2027 Term Fund worth $312K as of Q2 2026.
  • Walled Lake Planning & Wealth Management left its Blackstone Strategic Credit 2027 Term Fund share count unchanged in Q2 2026.
  • Blackstone Strategic Credit 2027 Term Fund made up 0.08% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q2 2023 and has held it in 13 quarters since.
  • 17 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.