EASTERN BANK IBDV — ISHARES TR

Ownership history in EASTERN BANK  ·  6 quarters on record

AI Ownership Summary

EASTERN BANK reported ISHARES TR (IBDV) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q3. The latest visible filing shows IBDV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBDV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EASTERN BANK's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

IBDV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EASTERN BANK held IBDV — position size vs. price
% of Fund (quarterly)    IBDV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 1,550 — 0% 0.00% $33K 2026-10-05 $21.09
2026 Q2 ADDED — — — 1,550 +400 +34.8% 0.00% $34K 2026-07-01 $21.45
2026 Q1 ADDED — — — 1,150 +125 +12.2% 0.00% $25K 2026-04-07 $21.36
2025 Q4 UNCHANGED — — — 1,025 — 0% 0.00% $23K 2026-01-14 $21.38
2025 Q3 UNCHANGED — — — 1,025 — 0% 0.00% $23K 2025-10-27 $21.25
2025 Q2 INITIATED — — — 1,025 — — 0.00% $23K 2025-07-24 $20.65

🏢 Other funds also holding IBDV

As of 2026 Q3 — sorted by position size

Montecito Bank & Trust 3Y 7Y 0.19% Sarver Vrooman Wealth Advisors 0.15% Coastline Trust Co 3Y 7Y 0.0%

FAQ About EASTERN BANK and IBDV

These are the practical questions this page is built to answer before you even open the full history table.

How long has EASTERN BANK reported owning IBDV?

EASTERN BANK reported IBDV across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported IBDV position in EASTERN BANK's portfolio?

The largest reported portfolio weight for IBDV was 0.00% in 2026 Q2.

What is the latest reported IBDV position on this page?

The most recent filing on this page is 2026 Q3, when EASTERN BANK reported 1,550 shares, equal to 0.00% of portfolio, with an estimated market value of $33K.

What does the chart on this IBDV ownership page compare?

The chart compares EASTERN BANK's quarterly IBDV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EASTERN BANK time their IBDV position?

Based on 13F filing dates vs. subsequent IBDV price moves, EASTERN BANK correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on IBDV relative to SPY over the holding period was +6102.1%.

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