BGAI
ISMF

Bruce G. Allen Investments’s iShares Managed Futures Active ETF ISMF Stock Holding History

Bruce G. Allen Investments’s Portfolio ISMF Stock Details ISMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$86.1K Buy
3,155
+216
+7% +$5.89K 0.06% 178
2025
Q4 		$77.2K Sell
2,939
-921
-24% -$24.7K 0.05% 200
2025
Q3 		$102K Buy
3,860
+910
+31% +$23K 0.07% 152
2025
Q2 		$72.9K Buy
+2,950
New +$72.5K 0.06% 204

Other funds holding ISMF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
SGCM
Sanchez Gaunt Capital Management Reno, Nevada $160M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $349M AUM 12.25% 1-Year Est. Return

Bruce G. Allen Investments's ISMF Position: Q1 2026 in Review

Bruce G. Allen Investments increased its iShares Managed Futures Active ETF (ISMF) stake by 7.3% in Q1 2026, buying an estimated $5.89K and bringing the position to 3,155 shares worth $86.1K. The position accounts for 0.06% of the portfolio, ranked #178.

Bruce G. Allen Investments first reported a position in ISMF in Q2 2025 and has held it in 4 quarters since. The position peaked at $102K in Q3 2025. 15 funds tracked by Wall St. Rank hold ISMF as of Q1 2026.

  • Bruce G. Allen Investments held 3,155 shares of iShares Managed Futures Active ETF worth $86.1K as of Q1 2026.
  • Bruce G. Allen Investments bought 216 iShares Managed Futures Active ETF shares in Q1 2026, an estimated $5.89K.
  • iShares Managed Futures Active ETF made up 0.06% of Bruce G. Allen Investments's portfolio in Q1 2026, its #178 holding.
  • Bruce G. Allen Investments first reported a position in iShares Managed Futures Active ETF in Q2 2025 and has held it in 4 quarters since.
  • Bruce G. Allen Investments's iShares Managed Futures Active ETF position peaked at $102K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held iShares Managed Futures Active ETF as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.