Beese Fulmer Investment Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.26M	Buy	140,301 +16,883	+14%	+$395K	0.21%	84
2025 Q4	$2.89M	Buy	123,418 +15,158	+14%	+$355K	0.19%	91
2025 Q3	$2.54M	Buy	108,260 +11,316	+12%	+$264K	0.18%	96
2025 Q2	$2.26M	Buy	+96,944	New	+$2.24M	0.17%	99

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Beese Fulmer Investment Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 14% in Q1 2026, buying an estimated $395K and bringing the position to 140,301 shares worth $3.26M. The position accounts for 0.21% of the portfolio, ranked #84.

Beese Fulmer Investment Management first reported a position in IBDU in Q2 2025 and has held it in 4 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Beese Fulmer Investment Management held 140,301 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $3.26M as of Q1 2026.
Beese Fulmer Investment Management bought 16,883 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $395K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.21% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #84 holding.
Beese Fulmer Investment Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

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