Old Point Trust & Financial Services N A’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.88K	Hold	41	–	–	﹤0.01%	302
2026 Q1	$3.91K	Hold	41	–	–	﹤0.01%	292
2025 Q4	$3.94K	Hold	41	–	–	﹤0.01%	303
2025 Q3	$3.96K	Hold	41	–	–	﹤0.01%	291
2025 Q2	$3.93K	Hold	41	–	–	﹤0.01%	302
2025 Q1	$3.91K	Hold	41	–	–	﹤0.01%	322
2024 Q4	$3.79K	Buy	+41	New	+$3.87K	﹤0.01%	313

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Old Point Trust & Financial Services N A held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 41 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Old Point Trust & Financial Services N A first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.96K in Q3 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Old Point Trust & Financial Services N A held 41 shares of iShares 7-10 Year Treasury Bond ETF worth $3.88K as of Q2 2026.
Old Point Trust & Financial Services N A left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #302 holding.
Old Point Trust & Financial Services N A first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Old Point Trust & Financial Services N A's iShares 7-10 Year Treasury Bond ETF position peaked at $3.96K in Q3 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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