OPTFSNA
IBTF

Old Point Trust & Financial Services N A’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Old Point Trust & Financial Services N A’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,800
Closed -$159K – 338
2025
Q3 		$159K Buy
6,800
+3,200
+89% +$74.7K 0.05% 140
2025
Q2 		$84.1K Hold
3,600
– – 0.03% 154
2025
Q1 		$84.1K Buy
3,600
+2,000
+125% +$46.7K 0.03% 163
2024
Q4 		$37.3K Buy
+1,600
New +$37.3K 0.01% 195

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Old Point Trust & Financial Services N A's IBTF Position: Q4 2025 in Review

Old Point Trust & Financial Services N A sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 6,800 shares — an estimated $159K sold.

Old Point Trust & Financial Services N A first reported a position in IBTF in Q4 2024 and held it in 4 quarters. The position peaked at $159K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Old Point Trust & Financial Services N A reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 6,800 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $159K.
  • Old Point Trust & Financial Services N A first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2024 and held it in 4 quarters.
  • Old Point Trust & Financial Services N A's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $159K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Old Point Trust & Financial Services N A's 13F filing for Q4 2025, filed 26 Jan 2026.