Morgan Stanley
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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
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 Sell
1,776,582
-1,404,704
-44% -$28.7M ﹤0.01% 2062
2023
Q4 		$66.1M Buy
3,181,286
+2,357,891
+286% +$46.4M ﹤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 $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $3B AUM 24.41% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Morgan Stanley's IBDW Position: Q1 2026 in Review

Morgan Stanley increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 8.2% in Q1 2026, buying an estimated $8.07M and bringing the position to 5,058,827 shares worth $106M. The position accounts for 0.01% of the portfolio, ranked #1393.

Morgan Stanley first reported a position in IBDW in Q2 2022 and has held it in 16 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Morgan Stanley held 5,058,827 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $106M as of Q1 2026.
  • Morgan Stanley bought 382,187 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $8.07M.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1393 holding.
  • Morgan Stanley first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2022 and has held it in 16 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

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