Morgan Stanley’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Morgan Stanley’s Portfolio IBDX Stock Details IBDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$65.3M	Sell	2,594,159 -314,883	-11%	-$7.93M	﹤0.01%	1968
2026 Q1	$73.5M	Buy	2,909,042 +305,641	+12%	+$7.8M	﹤0.01%	1726
2025 Q4	$66.5M	Buy	2,603,401 +387,379	+17%	+$9.91M	﹤0.01%	1815
2025 Q3	$56.8M	Buy	2,216,022 +619,569	+39%	+$15.7M	﹤0.01%	1905
2025 Q2	$40.4M	Buy	1,596,453 +130,960	+9%	+$3.25M	﹤0.01%	2125
2025 Q1	$36.6M	Buy	1,465,493 +522,965	+55%	+$12.9M	﹤0.01%	2106
2024 Q4	$23.2M	Buy	942,528 +286,948	+44%	+$7.18M	﹤0.01%	2610
2024 Q3	$16.9M	Buy	655,580 +218,674	+50%	+$5.52M	﹤0.01%	2960
2024 Q2	$10.7M	Buy	436,906 +31,042	+8%	+$758K	﹤0.01%	3270
2024 Q1	$10.1M	Buy	405,864 +50,738	+14%	+$1.26M	﹤0.01%	3343
2023 Q4	$8.96M	Buy	355,126 +147,241	+71%	+$3.51M	﹤0.01%	3443
2023 Q3	$4.88M	Buy	+207,885	New	+$5.02M	﹤0.01%	3763

Other funds holding IBDX

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley's IBDX Position: Q2 2026 in Review

Morgan Stanley reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 11% in Q2 2026, selling an estimated $7.93M and leaving 2,594,159 shares worth $65.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1968.

Morgan Stanley first reported a position in IBDX in Q3 2023 and has held it in 12 quarters since. The position peaked at $73.5M in Q1 2026. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Morgan Stanley held 2,594,159 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $65.3M as of Q2 2026.
Morgan Stanley sold 314,883 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $7.93M.
iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #1968 holding.
Morgan Stanley first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
Morgan Stanley's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $73.5M in Q1 2026.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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