EB
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Eastern Bank’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Eastern Bank’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,150
Closed -$25.8K – 1111
2026
Q1 		$25.8K Hold
1,150
– – ﹤0.01% 679
2025
Q4 		$25.8K Hold
1,150
– – ﹤0.01% 682
2025
Q3 		$25.9K Hold
1,150
– – ﹤0.01% 679
2025
Q2 		$25.9K Hold
1,150
– – ﹤0.01% 642
2025
Q1 		$25.8K Hold
1,150
– – ﹤0.01% 651
2024
Q4 		$25.5K Sell
1,150
-2
-0.2% -$45 ﹤0.01% 654
2024
Q3 		$26.1K Buy
+1,152
New +$25.8K ﹤0.01% 647

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Eastern Bank's IBTH Position: Q2 2026 in Review

Eastern Bank sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2026, closing a stake of 1,150 shares — an estimated $25.8K sold.

Eastern Bank first reported a position in IBTH in Q3 2024 and held it in 7 quarters. The position peaked at $26.1K in Q3 2024. 51 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Eastern Bank reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Eastern Bank sold 1,150 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $25.8K.
  • Eastern Bank first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2024 and held it in 7 quarters.
  • Eastern Bank's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $26.1K in Q3 2024.
  • 51 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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