Morgan Stanley
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Morgan Stanley’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Morgan Stanley’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$58.5M Buy
2,261,500
+269,846
+14% +$7.04M ﹤0.01% 1936
2025
Q4 		$52.1M Buy
1,991,654
+479,160
+32% +$12.6M ﹤0.01% 2041
2025
Q3 		$39.7M Buy
1,512,494
+552,741
+58% +$14.3M ﹤0.01% 2216
2025
Q2 		$24.9M Buy
959,753
+96,809
+11% +$2.46M ﹤0.01% 2589
2025
Q1 		$22.1M Buy
862,944
+104,515
+14% +$2.64M ﹤0.01% 2594
2024
Q4 		$19M Buy
758,429
+128,764
+20% +$3.3M ﹤0.01% 2798
2024
Q3 		$16.6M Buy
629,665
+113,099
+22% +$2.93M ﹤0.01% 2976
2024
Q2 		$13M Buy
516,566
+15,096
+3% +$378K ﹤0.01% 3109
2024
Q1 		$12.8M Sell
501,470
-308,934
-38% -$7.85M ﹤0.01% 3136
2023
Q4 		$20.9M Buy
810,404
+578,115
+249% +$14.1M ﹤0.01% 3298
2023
Q3 		$5.57M Buy
+232,289
New +$5.73M ﹤0.01% 3654

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley's IBDY Position: Q1 2026 in Review

Morgan Stanley increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 14% in Q1 2026, buying an estimated $7.04M and bringing the position to 2,261,500 shares worth $58.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

Morgan Stanley first reported a position in IBDY in Q3 2023 and has held it in 11 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Morgan Stanley held 2,261,500 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $58.5M as of Q1 2026.
  • Morgan Stanley bought 269,846 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $7.04M.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #1936 holding.
  • Morgan Stanley first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

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