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Old Point Trust & Financial Services N A’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Old Point Trust & Financial Services N A’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$332K Sell
14,500
-2,100
-13% -$48K 0.1% 109
2026
Q1 		$380K Hold
16,600
– – 0.12% 101
2025
Q4 		$380K Buy
16,600
+600
+4% +$13.7K 0.12% 103
2025
Q3 		$367K Buy
16,000
+1,000
+7% +$22.9K 0.12% 106
2025
Q2 		$344K Hold
15,000
– – 0.12% 104
2025
Q1 		$344K Buy
15,000
+6,950
+86% +$159K 0.12% 105
2024
Q4 		$184K Buy
8,050
+5,950
+283% +$136K 0.06% 119
2024
Q3 		$48.4K Buy
+2,100
New +$48.1K 0.02% 160

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Old Point Trust & Financial Services N A's IBTG Position: Q2 2026 in Review

Old Point Trust & Financial Services N A reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 13% in Q2 2026, selling an estimated $48K and leaving 14,500 shares worth $332K. The position accounts for 0.1% of the portfolio, ranked #109.

Old Point Trust & Financial Services N A first reported a position in IBTG in Q3 2024 and has held it in 8 quarters since. The position peaked at $380K in Q1 2026. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Old Point Trust & Financial Services N A held 14,500 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $332K as of Q2 2026.
  • Old Point Trust & Financial Services N A sold 2,100 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $48K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.1% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #109 holding.
  • Old Point Trust & Financial Services N A first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • Old Point Trust & Financial Services N A's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $380K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.