Back to BGB

Capital Investment Advisors, LLC → BGB

Capital Investment Advisors, LLC BGB Position History

Blackstone Strategic Credit 2027 Term Fund • Financial Services

Quarters held
5
Latest value
$1.6M
Q3 2026
Peak value
$2.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.2M
Q1 2026$1.8M
Q1 2026$1.8M
Q2 2026$1.7M
Q3 2026$1.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.6M145.4K——
Q2 2026$1.7M153.6K——
Q1 2026$1.8M157.4K——
Q1 2026$1.8M157.4K——
Q4 2025$2.2M189.1K——

Other funds holding BGB

Other Capital Investment Advisors, LLC positions

ETHA

ISHARES TR

$645.9M
ETHA

ISHARES TR

$644M
ETHA

ISHARES TR

$591.7M
ETHA

ISHARES TR

$591.7M
ETHA

ISHARES TR

$579M
ETHA

ISHARES TR

$309.8M
ETHA

ISHARES TR

$303.4M
ETHA

ISHARES TR

$276.7M