Morgan Stanley
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Morgan Stanley’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Morgan Stanley’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$150M Sell
6,487,553
-205,278
-3% -$4.76M 0.01% 1239
2026
Q1 		$156M Buy
6,692,831
+1,184,482
+22% +$27.7M 0.01% 1085
2025
Q4 		$129M Buy
5,508,349
+410,269
+8% +$9.61M 0.01% 1231
2025
Q3 		$120M Buy
5,098,080
+587,321
+13% +$13.7M 0.01% 1262
2025
Q2 		$105M Buy
4,510,759
+429,013
+11% +$9.9M 0.01% 1279
2025
Q1 		$94.4M Buy
4,081,746
+466,759
+13% +$10.7M 0.01% 1293
2024
Q4 		$82.4M Buy
3,614,987
+859,488
+31% +$19.8M 0.01% 1401
2024
Q3 		$64.8M Buy
2,755,499
+177,501
+7% +$4.11M ﹤0.01% 1598
2024
Q2 		$58.4M Buy
2,577,998
+342,204
+15% +$7.72M ﹤0.01% 1611
2024
Q1 		$51M Buy
2,235,794
+131,820
+6% +$3.01M ﹤0.01% 1741
2023
Q4 		$48.5M Buy
2,103,974
+916,515
+77% +$20.3M ﹤0.01% 1752
2023
Q3 		$26M Buy
1,187,459
+135,244
+13% +$3.01M ﹤0.01% 2182
2023
Q2 		$23.6M Buy
1,052,215
+384,671
+58% +$8.72M ﹤0.01% 2306
2023
Q1 		$15.3M Buy
667,544
+119,343
+22% +$2.7M ﹤0.01% 2710
2022
Q4 		$12.2M Buy
548,201
+451,577
+467% +$9.95M ﹤0.01% 2884
2022
Q3 		$2.1M Buy
96,624
+12,400
+15% +$284K ﹤0.01% 4389
2022
Q2 		$1.92M Buy
84,224
+24,063
+40% +$560K ﹤0.01% 4569
2022
Q1 		$1.48M Sell
60,161
-151,844
-72% -$3.83M ﹤0.01% 4729
2021
Q4 		$5.58M Buy
212,005
+29,694
+16% +$784K ﹤0.01% 3608
2021
Q3 		$4.85M Buy
182,311
+16,924
+10% +$456K ﹤0.01% 3741
2021
Q2 		$4.44M Buy
165,387
+111,170
+205% +$2.94M ﹤0.01% 3908
2021
Q1 		$1.42M Buy
54,217
+51,309
+1,764% +$1.37M ﹤0.01% 4509
2020
Q4 		$80K Buy
+2,908
New +$79.1K ﹤0.01% 6002
2020
Q2 		– Sell
-19
Closed – – 6653
2020
Q1 		$0 Buy
+19
New +$484 ﹤0.01% 6622

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley's IBDU Position: Q2 2026 in Review

Morgan Stanley reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 3.1% in Q2 2026, selling an estimated $4.76M and leaving 6,487,553 shares worth $150M. The position accounts for 0.01% of the portfolio, ranked #1239.

Morgan Stanley first reported a position in IBDU in Q1 2020 and has held it in 24 quarters since. The position peaked at $156M in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Morgan Stanley held 6,487,553 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $150M as of Q2 2026.
  • Morgan Stanley sold 205,278 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $4.76M.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1239 holding.
  • Morgan Stanley first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2020 and has held it in 24 quarters since.
  • Morgan Stanley's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $156M in Q1 2026.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.