BFIM
IBDQ

Beese Fulmer Investment Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Beese Fulmer Investment Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-135,276
Closed -$3.41M – 401
2025
Q3 		$3.41M Buy
135,276
+194
+0.1% +$4.88K 0.24% 82
2025
Q2 		$3.4M Buy
+135,082
New +$3.39M 0.25% 79

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Beese Fulmer Investment Management's IBDQ Position: Q4 2025 in Review

Beese Fulmer Investment Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 135,276 shares — an estimated $3.41M sold.

Beese Fulmer Investment Management first reported a position in IBDQ in Q2 2025 and held it in 2 quarters. The position peaked at $3.41M in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Beese Fulmer Investment Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 135,276 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $3.41M.
  • Beese Fulmer Investment Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2025 and held it in 2 quarters.
  • Beese Fulmer Investment Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $3.41M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Beese Fulmer Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.