Beese Fulmer Investment Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$254K	Buy	11,374 +1,018	+10%	+$22.8K	0.01%	331
2026 Q1	$232K	Buy	10,356 +100	+1%	+$2.25K	0.01%	381
2025 Q4	$230K	Buy	10,256 +152	+2%	+$3.42K	0.02%	354
2025 Q3	$228K	Buy	10,104 +1,040	+11%	+$23.3K	0.02%	274
2025 Q2	$204K	Buy	+9,064	New	+$203K	0.02%	281

Other funds holding IBTH

HPC

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Beese Fulmer Investment Management increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 9.8% in Q2 2026, buying an estimated $22.8K and bringing the position to 11,374 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #331.

Beese Fulmer Investment Management first reported a position in IBTH in Q2 2025 and has held it in 5 quarters since. 312 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Beese Fulmer Investment Management held 11,374 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $254K as of Q2 2026.
Beese Fulmer Investment Management bought 1,018 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $22.8K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #331 holding.
Beese Fulmer Investment Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
312 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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