BFIM
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Beese Fulmer Investment Management’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Beese Fulmer Investment Management’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$817K Buy
+36,999
New +$817K 0.05% 174

Other funds holding IBHG

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Beese Fulmer Investment Management opened a new position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q2 2026: 36,999 shares worth $817K. The stake represents 0.05% of the portfolio and ranks #174 among its holdings.

43 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

  • Beese Fulmer Investment Management held 36,999 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $817K as of Q2 2026.
  • iShares iBonds 2027 Term High Yield and Income ETF was a new Beese Fulmer Investment Management position in Q2 2026.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 0.05% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #174 holding.
  • 43 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

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