Eastern Bank’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Eastern Bank’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$27.6K	Hold	1,145	–	–	﹤0.01%	737
2026 Q2	$27.7K	Buy	1,145 +130	+13%	+$3.14K	﹤0.01%	711
2026 Q1	$24.6K	Hold	1,015	–	–	﹤0.01%	683
2025 Q4	$24.6K	Hold	1,015	–	–	﹤0.01%	690
2025 Q3	$24.7K	Hold	1,015	–	–	﹤0.01%	684
2025 Q2	$24.6K	Hold	1,015	–	–	﹤0.01%	648
2025 Q1	$24.5K	Hold	1,015	–	–	﹤0.01%	654
2024 Q4	$24.3K	Hold	1,015	–	–	﹤0.01%	664
2024 Q3	$24.7K	Buy	+1,015	New	+$24.5K	﹤0.01%	656

Other funds holding IBDS

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Eastern Bank's IBDS Position: Q3 2026 in Review

Eastern Bank held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q3 2026 at 1,145 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Eastern Bank first reported a position in IBDS in Q3 2024 and has held it in 9 quarters since. The position peaked at $27.7K in Q2 2026. 125 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

Eastern Bank held 1,145 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $27.6K as of Q3 2026.
Eastern Bank left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #737 holding.
Eastern Bank first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2024 and has held it in 9 quarters since.
Eastern Bank's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $27.7K in Q2 2026.
125 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

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