EASTERN BANK SHY — I SHARES MUTUAL FUND - G

Ownership history in EASTERN BANK  ·  75 quarters on record

AI Ownership Summary

EASTERN BANK reported I SHARES MUTUAL FUND - G (SHY) in 75 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows SHY 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 SHY 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 MUTUAL FUND - G, 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q3

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.

SHY stock page EASTERN BANK fund profile EASTERN BANK full holdings
How EASTERN BANK held SHY — position size vs. price
% of Fund (quarterly)    SHY 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 — — — 267 -100 -27.2% 0.00% $22K 2026-07-01 $81.86
2026 Q1 REDUCED 73.0% +0.4% ❌ 367 -993 -73.0% 0.00% $30K 2026-04-07 $81.86
2025 Q4 ADDED — — — 1,360 +738 +118.6% 0.00% $113K 2026-01-14 $81.67
2025 Q3 REDUCED 63.8% +1.1% ❌ 622 -1,098 -63.8% 0.00% $52K 2025-10-27 $81.13
2025 Q2 REDUCED 5.1% +1.0% ❌ 1,720 -93 -5.1% 0.00% $142K 2025-07-24 $79.79
2025 Q1 REDUCED 8.8% +1.1% ❌ 1,813 -175 -8.8% 0.00% $150K 2025-05-08 $79.23
2024 Q4 REDUCED 21.0% +1.6% ❌ 1,988 -527 -21.0% 0.00% $163K 2025-01-13 $77.65
2024 Q3 ADDED — — — 2,515 +189 +8.1% 0.00% $209K 2024-10-21 $77.45
67 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SHY

As of 2026 Q2 — sorted by position size

Beacon Wealthcare LLC 3Y 2.78%

FAQ About EASTERN BANK and SHY

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 SHY?

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

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

The largest reported portfolio weight for SHY was 0.00% in 2024 Q3.

What is the latest reported SHY position on this page?

The most recent filing on this page is 2026 Q2, when EASTERN BANK reported 267 shares, equal to 0.00% of portfolio, with an estimated market value of $22K.

What does the chart on this SHY ownership page compare?

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

Based on 13F filing dates vs. subsequent SHY price moves, EASTERN BANK correctly timed 36 out of 74 reported position changes (49%). The annualised alpha on SHY relative to SPY over the holding period was -7.9%.

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