BFIM
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Beese Fulmer Investment Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Beese Fulmer Investment Management’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.95M Buy
93,624
+5,530
+6% +$115K 0.11% 112
2026
Q1 		$1.84M Buy
88,094
+8,408
+11% +$178K 0.12% 108
2025
Q4 		$1.69M Buy
+79,686
New +$1.69M 0.11% 112

Other funds holding IBDW

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 19.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

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

Beese Fulmer Investment Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 6.3% in Q2 2026, buying an estimated $115K and bringing the position to 93,624 shares worth $1.95M. The position accounts for 0.11% of the portfolio, ranked #112.

Beese Fulmer Investment Management first reported a position in IBDW in Q4 2025 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Beese Fulmer Investment Management held 93,624 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.95M as of Q2 2026.
  • Beese Fulmer Investment Management bought 5,530 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $115K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.11% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #112 holding.
  • Beese Fulmer Investment Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 135 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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