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

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IA
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WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return