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Eastern Bank’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Eastern Bank’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-950
Closed -$21.2K – 1112
2026
Q1 		$21.2K Hold
950
– – ﹤0.01% 713
2025
Q4 		$21.2K Hold
950
– – ﹤0.01% 722
2025
Q3 		$21.3K Hold
950
– – ﹤0.01% 714
2025
Q2 		$21.2K Hold
950
– – ﹤0.01% 667
2025
Q1 		$21.1K Hold
950
– – ﹤0.01% 683
2024
Q4 		$20.8K Sell
950
-3
-0.3% -$66 ﹤0.01% 691
2024
Q3 		$21.4K Buy
+953
New +$21.2K ﹤0.01% 673

Other funds holding IBTI

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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Eastern Bank's IBTI Position: Q2 2026 in Review

Eastern Bank sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2026, closing a stake of 950 shares — an estimated $21.2K sold.

Eastern Bank first reported a position in IBTI in Q3 2024 and held it in 7 quarters. The position peaked at $21.4K in Q3 2024. 39 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Eastern Bank reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Eastern Bank sold 950 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $21.2K.
  • Eastern Bank first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2024 and held it in 7 quarters.
  • Eastern Bank's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $21.4K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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