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 Q2	$27.7K	Buy	1,145 +130	+13%	+$3.15K	﹤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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Eastern Bank's IBDS Position: Q2 2026 in Review

Eastern Bank increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 13% in Q2 2026, buying an estimated $3.15K and bringing the position to 1,145 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Eastern Bank first reported a position in IBDS in Q3 2024 and has held it in 8 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Eastern Bank held 1,145 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $27.7K as of Q2 2026.
Eastern Bank bought 130 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $3.15K.
iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #711 holding.
Eastern Bank first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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