EB
IBDU icon

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

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
BI
Breachway Investments Charlestown, Rhode Island $66.4M AUM