Morgan Stanley
IBDD

Morgan Stanley’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Morgan Stanley’s Portfolio IBDD Stock Details IBDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,867
Closed -$341K – 7890
2022
Q4 		$341K Sell
12,867
-2,251
-15% -$59.5K ﹤0.01% 5426
2022
Q3 		$400K Sell
15,118
-1,771
-10% -$46.8K ﹤0.01% 5379
2022
Q2 		$447K Sell
16,889
-1,628
-9% -$43.2K ﹤0.01% 5476
2022
Q1 		$492K Buy
18,517
+1,927
+12% +$51.4K ﹤0.01% 5409
2021
Q4 		$444K Sell
16,590
-518
-3% -$13.9K ﹤0.01% 5615
2021
Q3 		$462K Sell
17,108
-1,367
-7% -$36.9K ﹤0.01% 5550
2021
Q2 		$500K Sell
18,475
-583
-3% -$15.8K ﹤0.01% 5520
2021
Q1 		$518K Sell
19,058
-421
-2% -$11.5K ﹤0.01% 5130
2020
Q4 		$531K Buy
19,479
+2,026
+12% +$55.3K ﹤0.01% 5048
2020
Q3 		$477K Sell
17,453
-211
-1% -$5.78K ﹤0.01% 4675
2020
Q2 		$484K Buy
17,664
+4,222
+31% +$114K ﹤0.01% 4618
2020
Q1 		$355K Sell
13,442
-1,886
-12% -$50.3K ﹤0.01% 4569
2019
Q4 		$411K Sell
15,328
-668
-4% -$17.9K ﹤0.01% 5043
2019
Q3 		$430K Buy
15,996
+47
+0.3% +$1.26K ﹤0.01% 4751
2019
Q2 		$426K Sell
15,949
-140
-0.9% -$3.69K ﹤0.01% 4690
2019
Q1 		$425K Buy
16,089
+1,756
+12% +$45.6K ﹤0.01% 4643
2018
Q4 		$367K Sell
14,333
-755
-5% -$19.3K ﹤0.01% 4990
2018
Q3 		$387K Sell
15,088
-2,319
-13% -$59.6K ﹤0.01% 5132
2018
Q2 		$446K Sell
17,407
-3,783
-18% -$97.1K ﹤0.01% 5177
2018
Q1 		$547K Sell
21,190
-4,265
-17% -$111K ﹤0.01% 4953
2017
Q4 		$673K Sell
25,455
-777
-3% -$20.6K ﹤0.01% 4804
2017
Q3 		$701K Buy
26,232
+6,578
+33% +$176K ﹤0.01% 4670
2017
Q2 		$524K Buy
19,654
+312
+2% +$8.32K ﹤0.01% 4773
2017
Q1 		$511K Buy
19,342
+1,089
+6% +$28.6K ﹤0.01% 4825
2016
Q4 		$479K Sell
18,253
-1,352
-7% -$35.9K ﹤0.01% 4960
2016
Q3 		$533K Buy
19,605
+1,093
+6% +$29.8K ﹤0.01% 4483
2016
Q2 		$500K Sell
18,512
-2,720
-13% -$72.8K ﹤0.01% 4424
2016
Q1 		$561K Buy
21,232
+8
+0% +$207 ﹤0.01% 4359
2015
Q4 		$551K Sell
21,224
-244
-1% -$6.35K ﹤0.01% 4483
2015
Q3 		$563K Buy
21,468
+6,820
+47% +$177K ﹤0.01% 4527
2015
Q2 		$380K Sell
14,648
-248
-2% -$6.57K ﹤0.01% 4900
2015
Q1 		$400K Sell
14,896
-1,936
-12% -$51.8K ﹤0.01% 4797
2014
Q4 		$444K Buy
16,832
+5,724
+52% +$151K ﹤0.01% 4750
2014
Q3 		$290K Buy
11,108
+4,224
+61% +$111K ﹤0.01% 4927
2014
Q2 		$182K Buy
6,884
+1,480
+27% +$38.7K ﹤0.01% 5213
2014
Q1 		$139K Buy
5,404
+1,000
+23% +$25.4K ﹤0.01% 5290
2013
Q4 		$109K Buy
+4,404
New +$110K ﹤0.01% 5319

Other funds holding IBDD

MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley's IBDD Position: Q1 2023 in Review

Morgan Stanley sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q1 2023, closing a stake of 12,867 shares — an estimated $341K sold.

Morgan Stanley first reported a position in IBDD in Q4 2013 and held it in 37 quarters. The position peaked at $701K in Q3 2017. 5 funds tracked by Wall St. Rank hold IBDD as of Q1 2023.

  • Morgan Stanley reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • Morgan Stanley sold 12,867 iShares iBonds Mar 2023 Term Corporate ETF shares in Q1 2023, an estimated $341K.
  • Morgan Stanley first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q4 2013 and held it in 37 quarters.
  • Morgan Stanley's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $701K in Q3 2017.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q1 2023.

Based on Morgan Stanley's 13F filing for Q1 2023, filed 15 May 2023.