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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 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.