EB
IEF icon

Eastern Bank’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Eastern Bank’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.9M Buy
570,453
+557,297
+4,236% +$52.7M 0.83% 38
2026
Q1 		$1.26M Sell
13,156
-11,483
-47% -$1.1M 0.02% 195
2025
Q4 		$2.37M Sell
24,639
-4,728
-16% -$458K 0.04% 141
2025
Q3 		$2.83M Sell
29,367
-8,029
-21% -$768K 0.05% 128
2025
Q2 		$3.58M Sell
37,396
-27,872
-43% -$2.64M 0.07% 118
2025
Q1 		$6.22M Sell
65,268
-453,268
-87% -$42.4M 0.12% 107
2024
Q4 		$47.9M Buy
518,536
+8,479
+2% +$801K 0.89% 30
2024
Q3 		$50M Buy
+510,057
New +$49.3M 0.9% 28
2023
Q2 		– Sell
-2,880
Closed -$285K – 202
2023
Q1 		$285K Sell
2,880
-184
-6% -$18K 0.01% 176
2022
Q4 		$293K Sell
3,064
-30
-1% -$2.88K 0.02% 178
2022
Q3 		$297K Sell
3,094
-82
-3% -$8.32K 0.02% 174
2022
Q2 		$324K Sell
3,176
-492
-13% -$50.5K 0.02% 167
2022
Q1 		$395K Sell
3,668
-673
-16% -$74.7K 0.02% 166
2021
Q4 		$499K Sell
4,341
-655
-13% -$75.3K 0.02% 162
2021
Q3 		$576K Sell
4,996
-1,944
-28% -$227K 0.03% 144
2021
Q2 		$802K Sell
6,940
-1,896
-21% -$217K 0.04% 136
2021
Q1 		$998K Sell
8,836
-15,402
-64% -$1.79M 0.05% 126
2020
Q4 		$2.91M Sell
24,238
-7,356
-23% -$885K 0.16% 87
2020
Q3 		$3.85M Sell
31,594
-269,690
-90% -$32.9M 0.24% 76
2020
Q2 		$36.7M Sell
301,284
-3,574
-1% -$434K 2.39% 5
2020
Q1 		$37M Sell
304,858
-197,401
-39% -$22.7M 2.76% 4
2019
Q4 		$55.4M Buy
502,259
+13,609
+3% +$1.52M 3.22% 4
2019
Q3 		$55M Buy
488,650
+13,165
+3% +$1.47M 3.43% 4
2019
Q2 		$52.3M Buy
475,485
+21,214
+5% +$2.27M 3.33% 4
2019
Q1 		$48.5M Buy
454,271
+292,281
+180% +$30.6M 3.25% 2
2018
Q4 		$16.9M Sell
161,990
-50
-0% -$5.06K 1.26% 23
2018
Q3 		$16.4M Buy
162,040
+1,655
+1% +$169K 1.07% 36
2018
Q2 		$16.4M Sell
160,385
-17,617
-10% -$1.79M 1.12% 31
2018
Q1 		$18.4M Buy
178,002
+36,386
+26% +$3.75M 1.28% 23
2017
Q4 		$14.9M Buy
141,616
+576
+0.4% +$61.1K 1% 43
2017
Q3 		$15M Buy
141,040
+2,088
+2% +$224K 1.06% 34
2017
Q2 		$14.8M Buy
138,952
+4,951
+4% +$529K 1.09% 35
2017
Q1 		$14.2M Sell
134,001
-61,096
-31% -$6.42M 1.07% 36
2016
Q4 		$20.5M Sell
195,097
-11,281
-5% -$1.21M 1.59% 13
2016
Q3 		$23.1M Sell
206,378
-1,265
-0.6% -$142K 1.86% 8
2016
Q2 		$23.5M Buy
207,643
+9,770
+5% +$1.08M 1.89% 7
2016
Q1 		$21.8M Buy
197,873
+120,620
+156% +$13.2M 1.78% 8
2015
Q4 		$8.16M Buy
77,253
+689
+0.9% +$73.5K 0.68% 65
2015
Q3 		$8.26M Sell
76,564
-3,059
-4% -$325K 0.72% 62
2015
Q2 		$8.36M Sell
79,623
-1,027
-1% -$109K 0.68% 62
2015
Q1 		$8.74M Buy
80,650
+619
+0.8% +$66.8K 0.7% 60
2014
Q4 		$8.48M Sell
80,031
-38,331
-32% -$4.04M 0.67% 57
2014
Q3 		$12.3M Buy
118,362
+9,958
+9% +$1.03M 0.99% 45
2014
Q2 		$11.2M Buy
108,404
+11,083
+11% +$1.14M 0.91% 51
2014
Q1 		$9.9M Sell
97,321
-14,103
-13% -$1.43M 0.83% 53
2013
Q4 		$11.1M Sell
111,424
-5,081
-4% -$516K 0.94% 50
2013
Q3 		$11.9M Sell
116,505
-4,147
-3% -$419K 1.09% 43
2013
Q2 		$12.4M Buy
+120,652
New +$12.9M 1.15% 27

Other funds holding IEF

WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
SAM
Sompo Asset Management Tokyo, Japan $609M AUM 30.34% 1-Year Est. Return

Eastern Bank's IEF Position: Q2 2026 in Review

Eastern Bank increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4,236% in Q2 2026, buying an estimated $52.7M and bringing the position to 570,453 shares worth $53.9M. The position accounts for 0.83% of the portfolio, ranked #38.

Eastern Bank first reported a position in IEF in Q2 2013 and has held it in 48 quarters since. The position peaked at $55.4M in Q4 2019. 202 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Eastern Bank held 570,453 shares of iShares 7-10 Year Treasury Bond ETF worth $53.9M as of Q2 2026.
  • Eastern Bank bought 557,297 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $52.7M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.83% of Eastern Bank's portfolio in Q2 2026, its #38 holding.
  • Eastern Bank first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 48 quarters since.
  • Eastern Bank's iShares 7-10 Year Treasury Bond ETF position peaked at $55.4M in Q4 2019.
  • 202 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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