Beese Fulmer Investment Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.6M	Buy	165,185 +36,083	+28%	+$787K	0.21%	83
2026 Q1	$2.83M	Buy	129,102 +19,487	+18%	+$430K	0.18%	91
2025 Q4	$2.42M	Buy	109,615 +65,126	+146%	+$1.44M	0.16%	98
2025 Q3	$985K	Buy	44,489 +16,347	+58%	+$360K	0.07%	145
2025 Q2	$619K	Buy	+28,142	New	+$610K	0.05%	164

Other funds holding IBDV

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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

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

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

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

Beese Fulmer Investment Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 28% in Q2 2026, buying an estimated $787K and bringing the position to 165,185 shares worth $3.6M. The position accounts for 0.21% of the portfolio, ranked #83.

Beese Fulmer Investment Management first reported a position in IBDV in Q2 2025 and has held it in 5 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Beese Fulmer Investment Management held 165,185 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $3.6M as of Q2 2026.
Beese Fulmer Investment Management bought 36,083 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $787K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.21% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #83 holding.
Beese Fulmer Investment Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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