Bg Investment Services 13F annual report

Bg Investment Services is an investment fund managing more than $90.7 million ran by Danilo Rapadas. There are currently 3 companies in Mr. Rapadas’s portfolio. The largest investments include Ishares Tr and Ishares Inc, together worth $90.7 million.

$90.7 million Assets Under Management (AUM)

As of 8th July 2022, Bg Investment Services’s top holding is 905,701 shares of Ishares Tr currently worth over $83.3 million and making up 91.8% of the portfolio value. In addition, the fund holds 150,262 shares of Ishares Inc worth $7.37 million. The third-largest holding is Archer Aviation Inc worth $46 thousand.

Currently, Bg Investment Services's portfolio is worth at least $90.7 million. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Bg Investment Services

The Bg Investment Services office and employees reside in Hagatna, Guam. According to the last 13-F report filed with the SEC, Danilo Rapadas serves as the Chief Compliance Officer at Bg Investment Services.

Recent trades

In the most recent 13F filing, Bg Investment Services revealed that it had opened a new position in Archer Aviation Inc and bought 15,000 shares worth $46 thousand.

The investment fund also strengthened its position in Ishares Tr by buying 11,419 additional shares. This makes their stake in Ishares Tr total 905,701 shares worth $83.3 million.

One of the smallest hedge funds

The two most similar investment funds to Bg Investment Services are Consilium Wealth Advisory and Lloyd Park. They manage $90.7 million and $90.7 million respectively.


The complete list of Bg Investment Services trades based on 13F SEC filings

These positions were updated on July 15th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security Shares Owned Value Allocation
Ishares Tr
1.28%
905,701
$83,322,000 91.82%
Ishares Inc
2.53%
150,262
$7,372,000 8.12%
Archer Aviation Inc
Opened
15,000
$46,000 0.05%
No transactions found
Showing first 500 out of 3 holdings