EB
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Eastern Bank’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Eastern Bank’s Portfolio IMTB Stock Details IMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44K Hold
1,008
– – ﹤0.01% 631
2026
Q1 		$44.2K Hold
1,008
– – ﹤0.01% 592
2025
Q4 		$44.6K Hold
1,008
– – ﹤0.01% 593
2025
Q3 		$44.6K Hold
1,008
– – ﹤0.01% 583
2025
Q2 		$44K Hold
1,008
– – ﹤0.01% 568
2025
Q1 		$43.7K Buy
+1,008
New +$43.2K ﹤0.01% 566

Other funds holding IMTB

OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
CLP
Charis Legacy Partners Bryan, Texas $81.3M AUM 30.13% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

Eastern Bank's IMTB Position: Q2 2026 in Review

Eastern Bank held its iShares Core 5-10 Year USD Bond ETF (IMTB) position steady in Q2 2026 at 1,008 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Eastern Bank first reported a position in IMTB in Q1 2025 and has held it in 6 quarters since. The position peaked at $44.6K in Q3 2025. 8 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

  • Eastern Bank held 1,008 shares of iShares Core 5-10 Year USD Bond ETF worth $44K as of Q2 2026.
  • Eastern Bank left its iShares Core 5-10 Year USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #631 holding.
  • Eastern Bank first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Eastern Bank's iShares Core 5-10 Year USD Bond ETF position peaked at $44.6K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

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