Morgan Stanley
IBDW icon

Morgan Stanley’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Morgan Stanley’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$102M Sell
4,872,246
-186,581
-4% -$3.89M 0.01% 1548
2026
Q1 		$106M Buy
5,058,827
+382,187
+8% +$8.07M 0.01% 1393
2025
Q4 		$98.9M Buy
4,676,640
+643,987
+16% +$13.6M 0.01% 1459
2025
Q3 		$85.6M Buy
4,032,653
+1,085,261
+37% +$22.9M 0.01% 1542
2025
Q2 		$62M Buy
2,947,392
+288,873
+11% +$5.97M ﹤0.01% 1719
2025
Q1 		$55.2M Buy
2,658,519
+247,843
+10% +$5.09M ﹤0.01% 1725
2024
Q4 		$49.1M Buy
2,410,676
+253,455
+12% +$5.24M ﹤0.01% 1848
2024
Q3 		$45.8M Buy
2,157,221
+227,061
+12% +$4.73M ﹤0.01% 1907
2024
Q2 		$39.2M Buy
1,930,160
+153,578
+9% +$3.1M ﹤0.01% 1978
2024
Q1 		$36.4M Buy
1,776,582
+185,939
+12% +$3.8M ﹤0.01% 2062
2023
Q4 		$33M Buy
1,590,643
+767,248
+93% +$15.1M ﹤0.01% 2151
2023
Q3 		$16M Buy
823,395
+356,858
+76% +$7.1M ﹤0.01% 2686
2023
Q2 		$9.46M Buy
466,537
+181,529
+64% +$3.7M ﹤0.01% 3224
2023
Q1 		$5.88M Buy
285,008
+33,820
+13% +$690K ﹤0.01% 3648
2022
Q4 		$5M Buy
251,188
+251,187
+25,118,700% +$4.97M ﹤0.01% 3766
2022
Q3 		$0 Hold
1
– – ﹤0.01% 7784
2022
Q2 		$0 Buy
+1
New +$21 ﹤0.01% 7880

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley's IBDW Position: Q2 2026 in Review

Morgan Stanley reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 3.7% in Q2 2026, selling an estimated $3.89M and leaving 4,872,246 shares worth $102M. The position accounts for 0.01% of the portfolio, ranked #1548.

Morgan Stanley first reported a position in IBDW in Q2 2022 and has held it in 17 quarters since. The position peaked at $106M in Q1 2026. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Morgan Stanley held 4,872,246 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $102M as of Q2 2026.
  • Morgan Stanley sold 186,581 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $3.89M.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1548 holding.
  • Morgan Stanley first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2022 and has held it in 17 quarters since.
  • Morgan Stanley's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $106M in Q1 2026.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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