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 Q2	$3.64M	Buy	150,218 +2,239	+2%	+$54.2K	0.21%	82
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Beese Fulmer Investment Management's IBDR Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1.5% in Q2 2026, buying an estimated $54.2K and bringing the position to 150,218 shares worth $3.64M. The position accounts for 0.21% of the portfolio, ranked #82.

Beese Fulmer Investment Management first reported a position in IBDR in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.68M in Q4 2025. 421 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Beese Fulmer Investment Management held 150,218 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $3.64M as of Q2 2026.
Beese Fulmer Investment Management bought 2,239 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $54.2K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.21% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #82 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 5 quarters since.
Beese Fulmer Investment Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $3.68M in Q4 2025.
421 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.