Morgan Stanley
IBDJ

Morgan Stanley’s iShares iBonds Dec 2017 Term Corporate ETF IBDJ Stock Holding History

Morgan Stanley’s Portfolio IBDJ Stock Details IBDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-404,110
Closed -$10M – 6904
2017
Q3 		$10M Sell
404,110
-60,140
-13% -$1.49M ﹤0.01% 2261
2017
Q2 		$11.5M Buy
464,250
+13,139
+3% +$326K ﹤0.01% 2043
2017
Q1 		$11.2M Buy
451,111
+61,313
+16% +$1.52M ﹤0.01% 2077
2016
Q4 		$9.69M Buy
389,798
+82,289
+27% +$2.05M ﹤0.01% 2284
2016
Q3 		$7.65M Buy
307,509
+72,913
+31% +$1.82M ﹤0.01% 2254
2016
Q2 		$5.86M Buy
234,596
+110,898
+90% +$2.76M ﹤0.01% 2462
2016
Q1 		$3.08M Buy
123,698
+65,378
+112% +$1.62M ﹤0.01% 2959
2015
Q4 		$1.45M Buy
58,320
+56,814
+3,773% +$1.41M ﹤0.01% 3771
2015
Q3 		$38K Buy
+1,506
New +$37.5K ﹤0.01% 5839

Morgan Stanley's IBDJ Position: Q4 2017 in Review

Morgan Stanley sold out of iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) in Q4 2017, closing a stake of 404,110 shares — an estimated $10M sold.

Morgan Stanley first reported a position in IBDJ in Q3 2015 and held it in 9 quarters. The position peaked at $11.5M in Q2 2017. 0 funds tracked by Wall St. Rank hold IBDJ as of Q4 2017.

  • Morgan Stanley reported no remaining iShares iBonds Dec 2017 Term Corporate ETF position as of Q4 2017 after selling out during the quarter.
  • Morgan Stanley sold 404,110 iShares iBonds Dec 2017 Term Corporate ETF shares in Q4 2017, an estimated $10M.
  • Morgan Stanley first reported a position in iShares iBonds Dec 2017 Term Corporate ETF in Q3 2015 and held it in 9 quarters.
  • Morgan Stanley's iShares iBonds Dec 2017 Term Corporate ETF position peaked at $11.5M in Q2 2017.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Dec 2017 Term Corporate ETF as of Q4 2017.

Based on Morgan Stanley's 13F filing for Q4 2017, filed 14 Feb 2018.