1776 Wealth LLC
Position in BGB — Blackstone Strategic Credit 2027 Term Fund
CIK 1803140
ATLANTA, GA
Position in BGB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$121,668
-$6,875 QoQ
Shares Held
10,912
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BGB Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 20261776 Wealth LLC holds $9,778,088 across 10 Asset Management names. BGB ranks #10 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
39,186 | $4,505,998 | |
| 2 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
76,286 | $1,872,821 | |
| 3 | DFP |
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
|
52,038 | $1,044,402 | |
| 4 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
32,103 | $645,912 | |
| 5 | RVT |
Royce Small-Cap Trust, Inc.
|
26,783 | $444,597 | |
| 6 | AGD |
abrdn Global Dynamic Dividend Fund
|
37,890 | $409,212 | |
| 7 | RGT |
Royce Global Trust, Inc.
|
20,391 | $272,423 | |
| 8 | JRI |
Nuveen Real Asset Income & Growth Fund
|
20,756 | $255,298 |
All Filings in BGB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $121,668 | 10,912 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $128,543 | 10,912 | Shares | Sole | 2026-02-11 | |
| 2020-06-30 | $11,420 | 1,000 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $10,410 | 1,000 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||