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Beese Fulmer Investment Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Beese Fulmer Investment Management’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$210K Buy
+4,000
New +$210K 0.01% 375
2021
Q4 		– Sell
-3,664
Closed -$200K – 249
2021
Q3 		$200K Hold
3,664
– – 0.02% 231
2021
Q2 		$201K Buy
+3,664
New +$201K 0.02% 222
2020
Q3 		– Sell
-1,920
Closed -$105K – 357
2020
Q2 		$105K Buy
+1,920
New +$103K 0.02% 240

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Beese Fulmer Investment Management opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 4,000 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #375 among its holdings. This is a return to the name: Beese Fulmer Investment Management previously reported a position in IGSB as recently as Q3 2021.

Beese Fulmer Investment Management first reported a position in IGSB in Q2 2020 and has held it in 4 quarters since. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Beese Fulmer Investment Management held 4,000 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $210K as of Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Beese Fulmer Investment Management position in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #375 holding.
  • Beese Fulmer Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 4 quarters since.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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