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 Q3	–	Sell	-125	Closed	-$2.86K	–	1124
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

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

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

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

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

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Eastern Bank's IBTG Position: Q3 2026 in Review

Eastern Bank sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q3 2026, closing a stake of 125 shares — an estimated $2.86K sold.

Eastern Bank first reported a position in IBTG in Q3 2024 and held it in 8 quarters. The position peaked at $114K in Q3 2024. 91 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

Eastern Bank reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
Eastern Bank sold 125 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2026, an estimated $2.86K.
Eastern Bank first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2024 and held it in 8 quarters.
Eastern Bank's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $114K in Q3 2024.
91 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

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