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 Q2	$43.8K	Buy	+1,700	New	+$43.8K	﹤0.01%	637

Other funds holding IBDY

Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Eastern Bank's IBDY Position: Q2 2026 in Review

Eastern Bank opened a new position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q2 2026: 1,700 shares worth $43.8K. The stake represents ﹤0.01% of the portfolio and ranks #637 among its holdings.

23 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

Eastern Bank held 1,700 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $43.8K as of Q2 2026.
iShares iBonds Dec 2033 Term Corporate ETF was a new Eastern Bank position in Q2 2026.
iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #637 holding.
23 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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