Beese Fulmer Investment Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Beese Fulmer Investment Management’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11M	Buy	452,252 +826	+0.2%	+$20K	0.63%	45
2026 Q1	$10.9M	Buy	451,426 +301,620	+201%	+$7.32M	0.7%	45
2025 Q4	$3.64M	Buy	149,806 +7,336	+5%	+$178K	0.24%	77
2025 Q3	$3.47M	Buy	142,470 +5,209	+4%	+$126K	0.24%	80
2025 Q2	$3.33M	Buy	+137,261	New	+$3.31M	0.25%	82

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Beese Fulmer Investment Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.18% in Q2 2026, buying an estimated $20K and bringing the position to 452,252 shares worth $11M. The position accounts for 0.63% of the portfolio, ranked #45.

Beese Fulmer Investment Management first reported a position in IBDS in Q2 2025 and has held it in 5 quarters since. 415 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Beese Fulmer Investment Management held 452,252 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $11M as of Q2 2026.
Beese Fulmer Investment Management bought 826 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $20K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.63% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #45 holding.
Beese Fulmer Investment Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
415 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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