EASTERN BANK MBB — I SHARES MUT

Ownership history in EASTERN BANK  ·  20 quarters on record

AI Ownership Summary

EASTERN BANK reported I SHARES MUT (MBB) in 20 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows MBB 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MBB 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 I SHARES MUT, 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 Q2

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

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 to 2026 Q2

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.

MBB stock page EASTERN BANK fund profile EASTERN BANK full holdings
How EASTERN BANK held MBB — position size vs. price
% of Fund (quarterly)    MBB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 215 -119 -35.6% 0.00% $20K 2026-07-01 $94.02
2026 Q1 ADDED — — — 334 +119 +55.3% 0.00% $32K 2026-04-07 $94.19
2025 Q4 UNCHANGED — — — 215 — 0% 0.00% $20K 2026-01-14 $94.17
2025 Q3 REDUCED 34.7% +1.8% ❌ 215 -114 -34.7% 0.00% $20K 2025-10-27 $93.46
2025 Q2 ADDED — — — 329 +50 +17.9% 0.00% $31K 2025-07-24 $89.38
2025 Q1 UNCHANGED — — — 279 — 0% 0.00% $26K 2025-05-08 $88.33
2024 Q4 ADDED — — — 279 +64 +29.8% 0.00% $26K 2025-01-13 $85.10
2024 Q3 REDUCED 89.5% -3.0% ✅ 215 -1,841 -89.5% 0.00% $21K 2024-10-21 $87.12
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MBB

As of 2026 Q2 — sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.45%

FAQ About EASTERN BANK and MBB

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 MBB?

EASTERN BANK reported MBB across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

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

The largest reported portfolio weight for MBB was 0.00% in 2025 Q2.

What is the latest reported MBB position on this page?

The most recent filing on this page is 2026 Q2, when EASTERN BANK reported 215 shares, equal to 0.00% of portfolio, with an estimated market value of $20K.

What does the chart on this MBB ownership page compare?

The chart compares EASTERN BANK's quarterly MBB 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 MBB position?

Based on 13F filing dates vs. subsequent MBB price moves, EASTERN BANK correctly timed 9 out of 15 reported position changes (60%). The annualised alpha on MBB relative to SPY over the holding period was -10.8%.

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