EB
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Eastern Bank’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Eastern Bank’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$102K Hold
870
– – ﹤0.01% 501
2026
Q1 		$103K Sell
870
-182
-17% -$21.7K ﹤0.01% 462
2025
Q4 		$126K Buy
1,052
+182
+21% +$21.8K ﹤0.01% 431
2025
Q3 		$104K Sell
870
-327
-27% -$38.9K ﹤0.01% 456
2025
Q2 		$143K Sell
1,197
-77
-6% -$9.08K ﹤0.01% 397
2025
Q1 		$151K Sell
1,274
-54
-4% -$6.29K ﹤0.01% 389
2024
Q4 		$153K Hold
1,328
– – ﹤0.01% 399
2024
Q3 		$159K Buy
+1,328
New +$157K ﹤0.01% 399
2022
Q1 		– Sell
-1,562
Closed -$201K – 203
2021
Q4 		$201K Sell
1,562
-3,643
-70% -$470K 0.01% 196
2021
Q3 		$677K Sell
5,205
-848
-14% -$111K 0.03% 138
2021
Q2 		$790K Sell
6,053
-1,330
-18% -$174K 0.04% 137
2021
Q1 		$959K Sell
7,383
-9,330
-56% -$1.23M 0.05% 129
2020
Q4 		$2.22M Sell
16,713
-7,161
-30% -$952K 0.12% 97
2020
Q3 		$3.19M Sell
23,874
-43,082
-64% -$5.76M 0.2% 82
2020
Q2 		$8.95M Sell
66,956
-284,166
-81% -$37.9M 0.58% 67
2020
Q1 		$46.8M Sell
351,122
-173,174
-33% -$22.3M 3.49% 3
2019
Q4 		$65.9M Buy
524,296
+2,639
+0.5% +$333K 3.83% 2
2019
Q3 		$66.1M Buy
521,657
+54,195
+12% +$6.85M 4.13% 2
2019
Q2 		$58.8M Buy
467,462
+335,040
+253% +$41.4M 3.74% 2
2019
Q1 		$16.3M Buy
132,422
+16,339
+14% +$1.99M 1.09% 35
2018
Q4 		$14.1M Sell
116,083
-2,639
-2% -$315K 1.05% 39
2018
Q3 		$14.1M Sell
118,722
-6,224
-5% -$744K 0.92% 51
2018
Q2 		$15M Buy
124,946
+12,193
+11% +$1.46M 1.02% 38
2018
Q1 		$13.6M Buy
112,753
+283
+0.3% +$34.1K 0.95% 47
2017
Q4 		$13.7M Sell
112,470
-2,443
-2% -$300K 0.92% 46
2017
Q3 		$14.2M Sell
114,913
-3,857
-3% -$478K 1.01% 39
2017
Q2 		$14.7M Sell
118,770
-7,778
-6% -$963K 1.08% 37
2017
Q1 		$15.6M Buy
126,548
+4,113
+3% +$505K 1.18% 26
2016
Q4 		$15M Sell
122,435
-2,403
-2% -$298K 1.17% 31
2016
Q3 		$15.8M Sell
124,838
-729
-0.6% -$92.3K 1.27% 22
2016
Q2 		$16M Sell
125,567
-1,999
-2% -$252K 1.29% 22
2016
Q1 		$16.1M Buy
127,566
+119,124
+1,411% +$14.9M 1.31% 25
2015
Q4 		$1.03M Sell
8,442
-563
-6% -$69.5K 0.09% 113
2015
Q3 		$1.12M Sell
9,005
-637
-7% -$78.7K 0.1% 110
2015
Q2 		$1.19M Buy
9,642
+1,036
+12% +$128K 0.1% 109
2015
Q1 		$1.07M Buy
8,606
+1,254
+17% +$155K 0.09% 110
2014
Q4 		$899K Sell
7,352
-290
-4% -$35.5K 0.07% 116
2014
Q3 		$927K Hold
7,642
– – 0.07% 117
2014
Q2 		$931K Sell
7,642
-327
-4% -$39.7K 0.08% 113
2014
Q1 		$962K Sell
7,969
-2,673
-25% -$324K 0.08% 108
2013
Q4 		$1.28M Hold
10,642
– – 0.11% 99
2013
Q3 		$1.29M Sell
10,642
-1,813
-15% -$218K 0.12% 99
2013
Q2 		$1.5M Buy
+12,455
New +$1.53M 0.14% 95

Other funds holding IEI

SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Eastern Bank's IEI Position: Q2 2026 in Review

Eastern Bank held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 870 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Eastern Bank first reported a position in IEI in Q2 2013 and has held it in 43 quarters since. The position peaked at $66.1M in Q3 2019. 138 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Eastern Bank held 870 shares of iShares 3-7 Year Treasury Bond ETF worth $102K as of Q2 2026.
  • Eastern Bank left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #501 holding.
  • Eastern Bank first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and has held it in 43 quarters since.
  • Eastern Bank's iShares 3-7 Year Treasury Bond ETF position peaked at $66.1M in Q3 2019.
  • 138 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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