Morgan Stanley
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Morgan Stanley’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Morgan Stanley’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
2026
Q1 		$90.9M Sell
3,750,218
-128,309
-3% -$3.11M 0.01% 1527
2025
Q4 		$94M Buy
3,878,527
+170,157
+5% +$4.13M 0.01% 1508
2025
Q3 		$90.1M Sell
3,708,370
-561,141
-13% -$13.6M 0.01% 1491
2025
Q2 		$104M Buy
4,269,511
+89,258
+2% +$2.16M 0.01% 1291
2025
Q1 		$101M Buy
4,180,253
+210,718
+5% +$5.08M 0.01% 1248
2024
Q4 		$95.5M Buy
3,969,535
+381,515
+11% +$9.2M 0.01% 1281
2024
Q3 		$87.2M Buy
3,588,020
+269,041
+8% +$6.48M 0.01% 1349
2024
Q2 		$79.1M Buy
3,318,979
+208,788
+7% +$4.96M 0.01% 1350
2024
Q1 		$74.2M Sell
3,110,191
-2,811,771
-47% -$67M 0.01% 1403
2023
Q4 		$142M Buy
5,921,962
+3,533,967
+148% +$83M 0.01% 1389
2023
Q3 		$55.7M Buy
2,387,995
+217,997
+10% +$5.1M 0.01% 1469
2023
Q2 		$50.9M Buy
2,169,998
+431,985
+25% +$10.2M 0.01% 1559
2023
Q1 		$41.2M Buy
1,738,013
+228,147
+15% +$5.37M ﹤0.01% 1716
2022
Q4 		$35.3M Buy
1,509,866
+244,814
+19% +$5.68M ﹤0.01% 1814
2022
Q3 		$29.2M Sell
1,265,052
-6,651
-0.5% -$158K ﹤0.01% 1799
2022
Q2 		$30.3M Sell
1,271,703
-52,536
-4% -$1.26M ﹤0.01% 1841
2022
Q1 		$32.6M Sell
1,324,239
-120,762
-8% -$3.05M ﹤0.01% 1634
2021
Q4 		$37.7M Buy
1,445,001
+20,762
+1% +$543K ﹤0.01% 1556
2021
Q3 		$37.7M Buy
1,424,239
+101,895
+8% +$2.71M 0.01% 1497
2021
Q2 		$35.2M Buy
1,322,344
+37,665
+3% +$1,000K ﹤0.01% 1593
2021
Q1 		$33.9M Buy
1,284,679
+234,476
+22% +$6.27M 0.01% 1475
2020
Q4 		$28.5M Buy
1,050,203
+160,169
+18% +$4.31M ﹤0.01% 1506
2020
Q3 		$23.9M Buy
890,034
+190,629
+27% +$5.12M ﹤0.01% 1347
2020
Q2 		$18.7M Buy
699,405
+117,690
+20% +$3.04M ﹤0.01% 1454
2020
Q1 		$14.3M Buy
581,715
+109,802
+23% +$2.79M ﹤0.01% 1515
2019
Q4 		$12.1M Buy
471,913
+25,920
+6% +$659K ﹤0.01% 2209
2019
Q3 		$11.4M Buy
445,993
+76,552
+21% +$1.93M ﹤0.01% 1986
2019
Q2 		$9.26M Buy
369,441
+132,964
+56% +$3.25M ﹤0.01% 2247
2019
Q1 		$5.73M Buy
236,477
+42,461
+22% +$1M ﹤0.01% 2575
2018
Q4 		$4.47M Buy
194,016
+11,702
+6% +$269K ﹤0.01% 3028
2018
Q3 		$4.24M Buy
182,314
+7,955
+5% +$186K ﹤0.01% 3353
2018
Q2 		$4.07M Buy
174,359
+47,917
+38% +$1.12M ﹤0.01% 3384
2018
Q1 		$2.99M Buy
126,442
+40,768
+48% +$974K ﹤0.01% 3602
2017
Q4 		$2.1M Buy
85,674
+4,284
+5% +$105K ﹤0.01% 3992
2017
Q3 		$2M Buy
81,390
+17,716
+28% +$436K ﹤0.01% 3883
2017
Q2 		$1.56M Buy
63,674
+63,560
+55,754% +$1.55M ﹤0.01% 4013
2017
Q1 		$3K Buy
+114
New +$2.73K ﹤0.01% 6420

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $691M AUM 14.96% 1-Year Est. Return

Morgan Stanley's IBDR Position: Q1 2026 in Review

Morgan Stanley reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 3.3% in Q1 2026, selling an estimated $3.11M and leaving 3,750,218 shares worth $90.9M. The position accounts for 0.01% of the portfolio, ranked #1527.

Morgan Stanley first reported a position in IBDR in Q1 2017 and has held it in 37 quarters since. The position peaked at $142M in Q4 2023. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • Morgan Stanley held 3,750,218 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $90.9M as of Q1 2026.
  • Morgan Stanley sold 128,309 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $3.11M.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1527 holding.
  • Morgan Stanley first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2017 and has held it in 37 quarters since.
  • Morgan Stanley's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $142M in Q4 2023.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.