Eastern Bank’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Eastern Bank’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$33.1K	Hold	1,325	–	–	﹤0.01%	698
2026 Q2	$33.5K	Buy	1,325 +30	+2%	+$758	﹤0.01%	685
2026 Q1	$32.8K	Buy	1,295 +100	+8%	+$2.54K	﹤0.01%	639
2025 Q4	$30.4K	Hold	1,195	–	–	﹤0.01%	658
2025 Q3	$30.5K	Hold	1,195	–	–	﹤0.01%	648
2025 Q2	$30.4K	Buy	1,195 +350	+41%	+$8.82K	﹤0.01%	624
2025 Q1	$21.3K	Hold	845	–	–	﹤0.01%	681
2024 Q4	$21K	Hold	845	–	–	﹤0.01%	689
2024 Q3	$21.6K	Buy	+845	New	+$21.3K	﹤0.01%	671

Other funds holding IBDT

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

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

Klingman & Associates New York $2.41B AUM 15.13% 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

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

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

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Eastern Bank's IBDT Position: Q3 2026 in Review

Eastern Bank held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q3 2026 at 1,325 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Eastern Bank first reported a position in IBDT in Q3 2024 and has held it in 9 quarters since. The position peaked at $33.5K in Q2 2026. 156 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Eastern Bank held 1,325 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $33.1K as of Q3 2026.
Eastern Bank left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #698 holding.
Eastern Bank first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2024 and has held it in 9 quarters since.
Eastern Bank's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $33.5K in Q2 2026.
156 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

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