Old Point Trust & Financial Services N A’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$357K	Buy	16,486 +8,050	+95%	+$175K	0.11%	108
2026 Q1	$184K	Hold	8,436	–	–	0.06%	127
2025 Q4	$185K	Buy	8,436 +7,736	+1,105%	+$170K	0.06%	134
2025 Q3	$15.4K	Hold	700	–	–	0.01%	242
2025 Q2	$15.3K	Buy	+700	New	+$15.2K	0.01%	245

Other funds holding IBTJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Old Point Trust & Financial Services N A increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 95% in Q2 2026, buying an estimated $175K and bringing the position to 16,486 shares worth $357K. The position accounts for 0.11% of the portfolio, ranked #108.

Old Point Trust & Financial Services N A first reported a position in IBTJ in Q2 2025 and has held it in 5 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Old Point Trust & Financial Services N A held 16,486 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $357K as of Q2 2026.
Old Point Trust & Financial Services N A bought 8,050 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $175K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.11% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #108 holding.
Old Point Trust & Financial Services N A first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 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.