Running Point Capital Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Running Point Capital Advisors’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$26.9K	Hold	346	–	–	0.01%	162
2025 Q3	$27K	Hold	346	–	–	0.01%	166
2025 Q2	$26.8K	Hold	346	–	–	0.01%	155
2025 Q1	$26.5K	Hold	346	–	–	0.01%	147
2024 Q4	$25.9K	Hold	346	–	–	0.01%	135
2024 Q3	$27.1K	Hold	346	–	–	0.01%	124
2024 Q2	$25.9K	Hold	346	–	–	0.01%	120
2024 Q1	$26.1K	Hold	346	–	–	0.01%	117
2023 Q4	$26.4K	Sell	346 -2,034	-85%	-$149K	0.01%	126
2023 Q3	$172K	Hold	2,380	–	–	0.1%	99
2023 Q2	$179K	Hold	2,380	–	–	0.1%	99
2023 Q1	$183K	Sell	2,380 -78	-3%	-$5.91K	0.11%	96
2022 Q4	$183K	Sell	2,458 -832	-25%	-$61.6K	0.11%	107
2022 Q3	$242K	Sell	3,290 -3,953	-55%	-$306K	0.16%	77
2022 Q2	$562K	Hold	7,243	–	–	0.36%	42
2022 Q1	$593K	Sell	7,243 -950	-12%	-$80.2K	0.35%	41
2021 Q4	$718K	Sell	8,193 -1,799	-18%	-$160K	0.43%	38
2021 Q3	$894K	Buy	9,992 +1,615	+19%	+$146K	0.4%	45
2021 Q2	$754K	Sell	8,377 -563	-6%	-$50.3K	0.34%	50
2021 Q1	$793K	Sell	8,940 -4,145	-32%	-$376K	0.44%	41
2020 Q4	$1.22M	Buy	+13,085	New	+$1.22M	0.71%	32

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Running Point Capital Advisors's BIV Position: Q4 2025 in Review

Running Point Capital Advisors held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q4 2025 at 346 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #162.

Running Point Capital Advisors first reported a position in BIV in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.22M in Q4 2020. 976 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

Running Point Capital Advisors held 346 shares of Vanguard Intermediate-Term Bond ETF worth $26.9K as of Q4 2025.
Running Point Capital Advisors left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q4 2025.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Running Point Capital Advisors's portfolio in Q4 2025, its #162 holding.
Running Point Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 21 quarters since.
Running Point Capital Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $1.22M in Q4 2020.
976 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.