Wealth Enhancement Advisory Services
BGB

Wealth Enhancement Advisory Services’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Wealth Enhancement Advisory Services’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 		$493K Sell
43,585
-2,200
-5% -$24.9K ﹤0.01% 2702
2026
Q1 		$509K Sell
45,785
-2,500
-5% -$28.8K ﹤0.01% 2306
2025
Q4 		$573K Sell
48,285
-1,290
-3% -$15.3K ﹤0.01% 2380
2025
Q3 		$594K Buy
49,575
+1,305
+3% +$16.2K ﹤0.01% 2224
2025
Q2 		$592K Buy
+48,270
New +$570K ﹤0.01% 2103

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DC
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GLLW
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SWM
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NWMP
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