BG Investment Services

Latest statistics and disclosures from BG Investment Services's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVV, IEFA, AGG, IEMG, IGSB, and represent 80.06% of BG Investment Services's stock portfolio.
  • Added to shares of these 10 stocks: IVV, IEFA, AGG, IEMG, IWR, IWM, IGF, IGSB, IFRA, HYG.
  • BG Investment Services was a net buyer of stock by $3.2M.
  • BG Investment Services has $92M in assets under management (AUM), dropping by 11.55%.
  • Central Index Key (CIK): 0001873989

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Positions held by BG Investment Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for BG Investment Services

BG Investment Services holds 11 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 27.8 $26M +4% 66k 384.21
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Ishares Tr Core Msci Eafe (IEFA) 20.5 $19M +3% 305k 61.64
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Ishares Tr Core Us Aggbd Et (AGG) 17.4 $16M +2% 165k 96.99
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Ishares Core Msci Emkt (IEMG) 7.9 $7.2M +4% 155k 46.70
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Ishares Tr Ishs 1-5yr Invs (IGSB) 6.5 $5.9M 119k 49.82
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Ishares Tr Rus Mid Cap Etf (IWR) 5.2 $4.8M +3% 71k 67.54
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Ishares Tr Russell 2000 Etf (IWM) 5.2 $4.7M +3% 27k 174.36
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Ishares Tr Iboxx Hi Yd Etf (HYG) 2.9 $2.6M +2% 36k 73.68
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Ishares Tr Us Infrastruc (IFRA) 2.4 $2.2M +4% 61k 36.26
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Ishares Tr Glb Infrastr Etf (IGF) 2.3 $2.1M +5% 47k 45.84
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Ishares Tr Rus 1000 Val Etf (IWD) 1.9 $1.8M 12k 151.65
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Past Filings by BG Investment Services

SEC 13F filings are viewable for BG Investment Services going back to 2021