Eastern Bank’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Eastern Bank’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.86K	Sell	125 -1,865	-94%	-$42.7K	﹤0.01%	954
2026 Q1	$45.6K	Hold	1,990	–	–	﹤0.01%	583
2025 Q4	$45.5K	Hold	1,990	–	–	﹤0.01%	589
2025 Q3	$45.7K	Hold	1,990	–	–	﹤0.01%	579
2025 Q2	$45.6K	Sell	1,990 -2,332	-54%	-$53.4K	﹤0.01%	560
2025 Q1	$99.1K	Sell	4,322 -585	-12%	-$13.4K	﹤0.01%	455
2024 Q4	$112K	Sell	4,907 -42	-0.8%	-$959	﹤0.01%	450
2024 Q3	$114K	Buy	+4,949	New	+$113K	﹤0.01%	437

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Eastern Bank's IBTG Position: Q2 2026 in Review

Eastern Bank reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 94% in Q2 2026, selling an estimated $42.7K and leaving 125 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Eastern Bank first reported a position in IBTG in Q3 2024 and has held it in 8 quarters since. The position peaked at $114K in Q3 2024. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Eastern Bank held 125 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $2.86K as of Q2 2026.
Eastern Bank sold 1,865 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $42.7K.
iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #954 holding.
Eastern Bank first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
Eastern Bank's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $114K in Q3 2024.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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