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Home > Institutional Investor > Bg Investment Services, Inc. > Profile

Instuitional Investor - Bg Investment Services, Inc.

Fund Profile
Filing Period:
Fund Name: Bg Investment Services, Inc.
Portfolio Value $99,288,739
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 44,202 $26,021,023 26.2%
2.
Fidelity Merrimack Str Tr
 286,758 $12,866,836 12.95%
3.
Ishares Tr
 168,652 $11,852,832 11.93%
4.
Ishares Trust
 IEF 38,206 $7,073,118 7.12%
5.
Ishares Tr
 114,620 $5,925,858 5.96%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)