Old Point Trust & Financial Services N A’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Old Point Trust & Financial Services N A’s Portfolio IBTI Stock Details IBTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$325K	Buy	14,695 +2,295	+19%	+$50.9K	0.1%	112
2026 Q1	$276K	Buy	12,400 +1,100	+10%	+$24.6K	0.09%	114
2025 Q4	$253K	Buy	11,300 +5,700	+102%	+$128K	0.08%	121
2025 Q3	$125K	Buy	5,600 +3,500	+167%	+$78.1K	0.04%	146
2025 Q2	$47K	Hold	2,100	–	–	0.02%	185
2025 Q1	$46.7K	Buy	2,100 +950	+83%	+$20.9K	0.02%	194
2024 Q4	$25.2K	Buy	+1,150	New	+$25.4K	0.01%	220

Other funds holding IBTI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Old Point Trust & Financial Services N A increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 19% in Q2 2026, buying an estimated $50.9K and bringing the position to 14,695 shares worth $325K. The position accounts for 0.1% of the portfolio, ranked #112.

Old Point Trust & Financial Services N A first reported a position in IBTI in Q4 2024 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Old Point Trust & Financial Services N A held 14,695 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $325K as of Q2 2026.
Old Point Trust & Financial Services N A bought 2,295 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $50.9K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.1% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #112 holding.
Old Point Trust & Financial Services N A first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 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.