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 Q3	$32.3K	Hold	1,425	–	–	﹤0.01%	705
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

VVP

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

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

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Eastern Bank's IBDU Position: Q3 2026 in Review

Eastern Bank held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q3 2026 at 1,425 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Eastern Bank first reported a position in IBDU in Q3 2024 and has held it in 9 quarters since. The position peaked at $33K in Q2 2026. 17 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Eastern Bank held 1,425 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $32.3K as of Q3 2026.
Eastern Bank left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #705 holding.
Eastern Bank first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and has held it in 9 quarters since.
Eastern Bank's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $33K in Q2 2026.
17 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

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