Running Point Capital Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$15K	Hold	621	–	–	﹤0.01%	167
2025 Q3	$15.1K	Hold	621	–	–	﹤0.01%	173
2025 Q2	$15.1K	Hold	621	–	–	﹤0.01%	165
2025 Q1	$15K	Buy	+621	New	+$15K	﹤0.01%	157

Other funds holding IBDR

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

Align Financial Hermantown, Minnesota $202M AUM

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

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

Running Point Capital Advisors held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q4 2025 at 621 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Running Point Capital Advisors first reported a position in IBDR in Q1 2025 and has held it in 4 quarters since. The position peaked at $15.1K in Q3 2025. 436 funds tracked by Wall St. Rank hold IBDR as of Q4 2025.

Running Point Capital Advisors held 621 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $15K as of Q4 2025.
Running Point Capital Advisors left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q4 2025.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Running Point Capital Advisors's portfolio in Q4 2025, its #167 holding.
Running Point Capital Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2025 and has held it in 4 quarters since.
Running Point Capital Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $15.1K in Q3 2025.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2025.

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