Bg Investment Services Increases Portfolio Holdings in Q3 2026
Bg Investment Services, Llc significantly boosted its positions in several exchange-traded funds (ETFs) and trusts during the third quarter of 2026 while reducing exposure to one stock.
As reported for Bg Investment Services, Llc, there were notable changes in its portfolio holdings during the third quarter of 2026. The investor demonstrated significant buying activity across multiple exchange-traded funds (ETFs) and trusts, while also reducing exposure to one specific stock.
The most substantial increase was observed in FBND (FIDELITY MERRIMACK STR TR), where the number of shares rose by 58,212 or +12.41%, increasing its portfolio allocation from an unspecified previous level to a substantial 17.27% as of June 30th.
Similarly, FBCG (FIDELITY COVINGTON TRUST) saw its share count increase by +35,456 or +10.9%, boosting its portfolio weight to 16.14%. Other Fidelity-related trusts also showed strong buying interest: FENI (FIDELITY COVINGTON TRUST) increased by +22,373 or +13.1%, FDHY (FIDELITY COVINGTON TRUST) rose by +18,076 or +18.74%, and FDVV (FIDELITY COVINGTON TRUST) increased by +13,278 or +11.8%. These additions further diversified the portfolio into fixed-income strategies.
In addition to these Fidelity holdings, the investor also purchased shares in other trusts and ETFs this quarter. Notable among them was SCHD (SCHWAB STRATEGIC TR) with a +10,004 increase or +17.24%, adding approximately 1.55% to the portfolio allocation.
The investor also increased positions in FMDE (FIDELITY COVINGTON TRUST) by +6,726 or +10.49%, and VYMI (VANGUARD WHITEHALL FDS) by +4,843 or +20.31%. Furthermore, there was a purchase of the Vanguard fund represented by VYMI.
The buying activity extended to other sectors as well. The investor added exposure to FDEM (FIDELITY COVINGTON TRUST) with a +4,710 increase or +19.2%, and also purchased shares in the small-cap tech fund represented by symbol FELV.
In contrast to these significant purchases, Bg Investment Services, Llc reduced its position in JEPI (J P MORGAN EXCHANGE TRADED F) during the quarter. The share count decreased by -28,551 or -35.41%, resulting in a reduction of its portfolio allocation to 2.12%.