EB
IBTD

Eastern Bank’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Eastern Bank’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,423
Closed -$209K – 213
2023
Q3 		$209K Sell
8,423
-550
-6% -$13.6K 0.01% 195
2023
Q2 		$223K Buy
+8,973
New +$222K 0.01% 190

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Eastern Bank's IBTD Position: Q4 2023 in Review

Eastern Bank sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 8,423 shares — an estimated $209K sold.

Eastern Bank first reported a position in IBTD in Q2 2023 and held it in 2 quarters. The position peaked at $223K in Q2 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Eastern Bank reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Eastern Bank sold 8,423 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $209K.
  • Eastern Bank first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2023 and held it in 2 quarters.
  • Eastern Bank's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $223K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Eastern Bank's 13F filing for Q4 2023, filed 25 Jan 2024.