Eastern Bank’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Eastern Bank’s Portfolio IAI Stock Details IAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$155K	Hold	880	–	–	﹤0.01%	440
2026 Q2	$154K	Hold	880	–	–	﹤0.01%	429
2026 Q1	$144K	Hold	880	–	–	﹤0.01%	413
2025 Q4	$158K	Hold	880	–	–	﹤0.01%	395
2025 Q3	$156K	Hold	880	–	–	﹤0.01%	394
2025 Q2	$149K	Hold	880	–	–	﹤0.01%	391
2025 Q1	$123K	Hold	880	–	–	﹤0.01%	416
2024 Q4	$127K	Hold	880	–	–	﹤0.01%	424
2024 Q3	$113K	Buy	+880	New	+$109K	﹤0.01%	439

Other funds holding IAI

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

RIA

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

Eastern Bank's IAI Position: Q3 2026 in Review

Eastern Bank held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q3 2026 at 880 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Eastern Bank first reported a position in IAI in Q3 2024 and has held it in 9 quarters since. The position peaked at $158K in Q4 2025. 8 funds tracked by Wall St. Rank hold IAI as of Q3 2026.

Eastern Bank held 880 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $155K as of Q3 2026.
Eastern Bank left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q3 2026.
iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #440 holding.
Eastern Bank first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2024 and has held it in 9 quarters since.
Eastern Bank's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $158K in Q4 2025.
8 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.