Eastern Bank’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Eastern Bank’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33K	Buy	1,425 +50	+4%	+$1.16K	﹤0.01%	689
2026 Q1	$32K	Buy	1,375 +100	+8%	+$2.34K	﹤0.01%	644
2025 Q4	$29.8K	Hold	1,275	–	–	﹤0.01%	661
2025 Q3	$29.9K	Hold	1,275	–	–	﹤0.01%	654
2025 Q2	$29.7K	Buy	1,275 +400	+46%	+$9.23K	﹤0.01%	626
2025 Q1	$20.2K	Hold	875	–	–	﹤0.01%	692
2024 Q4	$19.9K	Hold	875	–	–	﹤0.01%	695
2024 Q3	$20.6K	Buy	+875	New	+$20.3K	﹤0.01%	681

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

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

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

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

HPC

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

Eastern Bank's IBDU Position: Q2 2026 in Review

Eastern Bank increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 3.6% in Q2 2026, buying an estimated $1.16K and bringing the position to 1,425 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Eastern Bank first reported a position in IBDU in Q3 2024 and has held it in 8 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Eastern Bank held 1,425 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $33K as of Q2 2026.
Eastern Bank bought 50 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $1.16K.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #689 holding.
Eastern Bank first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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