Bg Investment Services, Inc. has filed its 13F form on February 09, 2023 for Q4 2022 where it was disclosed a total value porftolio of $91.7 Million distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $25.5M, Ishares Tr with a value of $18.8M, Ishares Core U.S. Aggregate Bo with a value of $16M, Ishares Inc with a value of $7.22M, and Ishares Trust Ishares 1 5 Year with a value of $5.93M.

Examining the 13F form we can see an increase of $9.48M in the current position value, from $82.2M to 91.7M.

Below you can find more details about Bg Investment Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $91.7 Million
ETFs: $91.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 11
  • Current Value $91.7 Million
  • Prior Value $82.2 Million
  • Filing
  • Period Q4 2022
  • Filing Date February 09, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 0 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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