Eastern Bank
IBDY icon

Eastern Bank’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Eastern Bank’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$41.6K Hold
1,700
– – ﹤0.01% 666
2026
Q2 		$43.8K Buy
+1,700
New +$43.8K ﹤0.01% 637

Other funds holding IBDY

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
MB, Levis & Associates
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
Instrumental Wealth
Instrumental Wealth Tampa, Florida $206M AUM 16.83% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Guidance Point Advisors
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Eastern Bank's IBDY Position: Q3 2026 in Review

Eastern Bank held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q3 2026 at 1,700 shares worth $41.6K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Eastern Bank first reported a position in IBDY in Q2 2026 and has held it in 2 quarters since. The position peaked at $43.8K in Q2 2026. 54 funds tracked by Wall St. Rank hold IBDY as of Q3 2026.

  • Eastern Bank held 1,700 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $41.6K as of Q3 2026.
  • Eastern Bank left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #666 holding.
  • Eastern Bank first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • Eastern Bank's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $43.8K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2026.

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