Eastern Bank’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Eastern Bank’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$32.8K	Hold	1,550	–	–	﹤0.01%	700
2026 Q2	$33.8K	Buy	1,550 +400	+35%	+$8.73K	﹤0.01%	683
2026 Q1	$25.2K	Buy	1,150 +125	+12%	+$2.76K	﹤0.01%	681
2025 Q4	$22.6K	Hold	1,025	–	–	﹤0.01%	712
2025 Q3	$22.7K	Hold	1,025	–	–	﹤0.01%	699
2025 Q2	$22.5K	Buy	+1,025	New	+$22.2K	﹤0.01%	660

Other funds holding IBDV

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

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

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

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

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

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

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

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

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Eastern Bank's IBDV Position: Q3 2026 in Review

Eastern Bank held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q3 2026 at 1,550 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Eastern Bank first reported a position in IBDV in Q2 2025 and has held it in 6 quarters since. The position peaked at $33.8K in Q2 2026. 101 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Eastern Bank held 1,550 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $32.8K as of Q3 2026.
Eastern Bank left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #700 holding.
Eastern Bank first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 6 quarters since.
Eastern Bank's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $33.8K in Q2 2026.
101 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

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