BFIM
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Beese Fulmer Investment Management’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Beese Fulmer Investment Management’s Portfolio IBHH Stock Details IBHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$476K Buy
+20,296
New +$479K 0.03% 211

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

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

Beese Fulmer Investment Management opened a new position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q1 2026: 20,296 shares worth $476K. The stake represents 0.03% of the portfolio and ranks #211 among its holdings.

101 funds tracked by Wall St. Rank hold IBHH as of Q1 2026.

  • Beese Fulmer Investment Management held 20,296 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $476K as of Q1 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF was a new Beese Fulmer Investment Management position in Q1 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 0.03% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #211 holding.
  • 101 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q1 2026.

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