13F Insight
DOSSIER · 13F-HR · Q1 2026

BG Investment Services, Inc.

$120M in tracked AUM across 48 positions as of Q1 2026.

BI
CIK 0001873989 · last filed Mar 31, 2026
Total AUM
$120M
as of Q1 2026
Holdings
48
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

BG Investment Services, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FBND
FIDELITY MERRIMACK STR TR
$21M469K17.8%02
FBCG
FIDELITY COVINGTON TRUST
$16M325K13.5%03
IVV
ISHARES TR
$13M19K10.5%04
IEFA
ISHARES TR
$7M79K5.9%05
FENI
FIDELITY COVINGTON TRUST
$6M171K5.3%06
FDVV
FIDELITY COVINGTON TRUST
$6M113K5.2%07
FDHY
FIDELITY COVINGTON TRUST
$5M96K3.9%08
JEPI
J P MORGAN EXCHANGE TRADED F
$5M81K3.8%09
IWD
ISHARES TR
$3M15K2.6%10
IGSB
ISHARES TR
$3M57K2.5%

Filing history

2026Q1Mar 31
$120M▲ 7.4%
48 positionsView →2025Q4Dec 31
$112M▲ 10.7%
45 positionsView →2025Q3Sep 30
$101M▲ 26.7%
45 positionsView →2025Q2Jun 30
$80M▼ 13.8%
41 positionsLocked2025Q1Mar 31
$93M▼ 6.5%
35 positionsLocked2024Q4Dec 31
$99M▲ 8.3%
29 positionsLocked2022Q4Dec 31
$92M▲ 11.5%
11 positionsLocked2022Q3Sep 30
$82M▼ 9.4%
11 positionsLocked2022Q2Jun 30
$91M▼ 11.2%
12 positionsLocked2022Q1Mar 31
$102M▼ 7.8%
11 positionsLocked2021Q4Dec 31
$111M—
8 positionsLocked