Morgan Stanley
IBDP

Morgan Stanley’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Morgan Stanley’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,848,348
Closed -$71.8M – 8163
2024
Q3 		$71.8M Sell
2,848,348
-261,659
-8% -$6.58M 0.01% 1511
2024
Q2 		$78.2M Buy
3,110,007
+34,822
+1% +$873K 0.01% 1359
2024
Q1 		$77M Sell
3,075,185
-3,755,865
-55% -$93.8M 0.01% 1372
2023
Q4 		$170M Buy
6,831,050
+3,513,960
+106% +$87.1M 0.01% 1278
2023
Q3 		$82M Buy
3,317,090
+144,529
+5% +$3.56M 0.01% 1186
2023
Q2 		$78.1M Sell
3,172,561
-202,757
-6% -$4.99M 0.01% 1242
2023
Q1 		$83M Buy
3,375,318
+39,570
+1% +$971K 0.01% 1173
2022
Q4 		$81.5M Buy
3,335,748
+53,547
+2% +$1.3M 0.01% 1157
2022
Q3 		$79.9M Buy
3,282,201
+291
+0% +$7.18K 0.01% 1025
2022
Q2 		$81.2M Buy
3,281,910
+250,299
+8% +$6.22M 0.01% 1055
2022
Q1 		$76.1M Buy
3,031,611
+195,947
+7% +$4.99M 0.01% 1042
2021
Q4 		$73.5M Sell
2,835,664
-27,823
-1% -$725K 0.01% 1087
2021
Q3 		$75.3M Buy
2,863,487
+258,786
+10% +$6.81M 0.01% 1014
2021
Q2 		$68.7M Buy
2,604,701
+128,365
+5% +$3.39M 0.01% 1087
2021
Q1 		$65.4M Buy
2,476,336
+237,529
+11% +$6.29M 0.01% 993
2020
Q4 		$59.5M Buy
2,238,807
+322,927
+17% +$8.55M 0.01% 969
2020
Q3 		$50.7M Buy
1,915,880
+220,762
+13% +$5.84M 0.01% 891
2020
Q2 		$44.7M Buy
1,695,118
+189,116
+13% +$4.87M 0.01% 891
2020
Q1 		$37.2M Buy
1,506,002
+198,127
+15% +$5.04M 0.01% 883
2019
Q4 		$33.6M Buy
1,307,875
+182,949
+16% +$4.69M 0.01% 1201
2019
Q3 		$28.9M Buy
1,124,926
+106,488
+10% +$2.72M 0.01% 1215
2019
Q2 		$25.9M Buy
1,018,438
+250,320
+33% +$6.25M 0.01% 1293
2019
Q1 		$19.1M Buy
768,118
+52,010
+7% +$1.27M 0.01% 1472
2018
Q4 		$17.1M Buy
716,108
+94,851
+15% +$2.26M 0.01% 1598
2018
Q3 		$15M Buy
621,257
+33,799
+6% +$815K ﹤0.01% 1967
2018
Q2 		$14.1M Sell
587,458
-13,843
-2% -$333K ﹤0.01% 1997
2018
Q1 		$14.7M Buy
601,301
+62,886
+12% +$1.55M ﹤0.01% 1975
2017
Q4 		$13.5M Buy
538,415
+145,374
+37% +$3.65M ﹤0.01% 2086
2017
Q3 		$9.9M Buy
393,041
+54,268
+16% +$1.37M ﹤0.01% 2285
2017
Q2 		$8.49M Buy
338,773
+103,262
+44% +$2.58M ﹤0.01% 2331
2017
Q1 		$5.83M Buy
235,511
+46,138
+24% +$1.14M ﹤0.01% 2713
2016
Q4 		$4.64M Buy
189,373
+9,443
+5% +$235K ﹤0.01% 3078
2016
Q3 		$4.61M Buy
179,930
+785
+0.4% +$20.1K ﹤0.01% 2734
2016
Q2 		$4.58M Buy
179,145
+98,358
+122% +$2.47M ﹤0.01% 2694
2016
Q1 		$2M Buy
80,787
+71,861
+805% +$1.74M ﹤0.01% 3355
2015
Q4 		$214K Buy
+8,926
New +$216K ﹤0.01% 5052

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley's IBDP Position: Q4 2024 in Review

Morgan Stanley sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 2,848,348 shares — an estimated $71.8M sold.

Morgan Stanley first reported a position in IBDP in Q4 2015 and held it in 36 quarters. The position peaked at $170M in Q4 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Morgan Stanley reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Morgan Stanley sold 2,848,348 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $71.8M.
  • Morgan Stanley first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2015 and held it in 36 quarters.
  • Morgan Stanley's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $170M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Morgan Stanley's 13F filing for Q4 2024, filed 14 Feb 2025.