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Ishares Ibonds Dec 2027 Term T shares owned by Beese Fulmer Investment Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Beese Fulmer Investment Management from 13F filings

Historical chart of Beese Fulmer Investment Management investment in Ishares Ibonds Dec 2027 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2027 Term T held by Beese Fulmer Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2027 Term T by Beese Fulmer Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $228k 10k 22.52
2025-06-30 $204k 9.1k 22.49

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Jpmorgan Chase & Co Stock (JPM)
Rtx Corporation Stock (RTX)
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Meta Platforms Inc Cl A Stock (META)
Johnson & Johnson Stock (JNJ)
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View all positions for Beese Fulmer Investment Management

Top funds holding Ishares Ibonds Dec 2027 Term T

Hm Payson & Co
Morgan Stanley
GLOBALT Investments LLC / GA
TRUE Private Wealth Advisors
Wells Fargo & Company
Envestnet Asset Management
Goss Wealth Management
LPL Financial
Colony
Raymond James Financial
Obsidian Personal Planning Solutions
Kovitz Investment Group Partners
UBS Group
Integrated Wealth Concepts
Mercer Global Advisors

View all funds holding Ishares Ibonds Dec 2027 Term T