EB
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Eastern Bank’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Eastern Bank’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,440
Closed -$34.9K – 1110
2026
Q1 		$34.9K Hold
1,440
– – ﹤0.01% 629
2025
Q4 		$34.9K Hold
1,440
– – ﹤0.01% 634
2025
Q3 		$35K Hold
1,440
– – ﹤0.01% 622
2025
Q2 		$34.9K Hold
1,440
– – ﹤0.01% 600
2025
Q1 		$34.9K Hold
1,440
– – ﹤0.01% 597
2024
Q4 		$34.7K Hold
1,440
– – ﹤0.01% 611
2024
Q3 		$35K Buy
+1,440
New +$34.7K ﹤0.01% 605

Other funds holding IBDR

HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Eastern Bank's IBDR Position: Q2 2026 in Review

Eastern Bank sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026, closing a stake of 1,440 shares — an estimated $34.9K sold.

Eastern Bank first reported a position in IBDR in Q3 2024 and held it in 7 quarters. The position peaked at $35K in Q3 2025. 63 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Eastern Bank reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Eastern Bank sold 1,440 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $34.9K.
  • Eastern Bank first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2024 and held it in 7 quarters.
  • Eastern Bank's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $35K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.