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Beese Fulmer Investment Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Beese Fulmer Investment Management’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.59M Sell
147,979
-4,092
-3% -$99.2K 0.23% 80
2025
Q4 		$3.68M Buy
152,071
+5,204
+4% +$126K 0.24% 75
2025
Q3 		$3.57M Buy
146,867
+4,750
+3% +$115K 0.25% 77
2025
Q2 		$3.45M Buy
+142,117
New +$3.43M 0.26% 77

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Beese Fulmer Investment Management's IBDR Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2.7% in Q1 2026, selling an estimated $99.2K and leaving 147,979 shares worth $3.59M. The position accounts for 0.23% of the portfolio, ranked #80.

Beese Fulmer Investment Management first reported a position in IBDR in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.68M in Q4 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • Beese Fulmer Investment Management held 147,979 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $3.59M as of Q1 2026.
  • Beese Fulmer Investment Management sold 4,092 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $99.2K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.23% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #80 holding.
  • Beese Fulmer Investment Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • Beese Fulmer Investment Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $3.68M in Q4 2025.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.