Beese Fulmer Investment Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.65M	Buy	263,379 +65,355	+33%	+$1.65M	0.38%	56
2026 Q1	$5.02M	Buy	198,024 +53,942	+37%	+$1.37M	0.32%	66
2025 Q4	$3.67M	Buy	144,082 +8,920	+7%	+$227K	0.24%	76
2025 Q3	$3.45M	Buy	135,162 +6,863	+5%	+$174K	0.24%	81
2025 Q2	$3.26M	Buy	+128,299	New	+$3.23M	0.24%	84

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Beese Fulmer Investment Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 33% in Q2 2026, buying an estimated $1.65M and bringing the position to 263,379 shares worth $6.65M. The position accounts for 0.38% of the portfolio, ranked #56.

Beese Fulmer Investment Management first reported a position in IBDT in Q2 2025 and has held it in 5 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Beese Fulmer Investment Management held 263,379 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $6.65M as of Q2 2026.
Beese Fulmer Investment Management bought 65,355 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.65M.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.38% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #56 holding.
Beese Fulmer Investment Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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