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
Q2 		$60.2M Buy
2,336,734
+75,234
+3% +$1.94M ﹤0.01% 2042
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 Buy
501,470
+96,268
+24% +$2.45M ﹤0.01% 3136
2023
Q4 		$10.5M Buy
405,202
+172,913
+74% +$4.23M ﹤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 $7.59B AUM 23.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley's IBDY Position: Q2 2026 in Review

Morgan Stanley increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 3.3% in Q2 2026, buying an estimated $1.94M and bringing the position to 2,336,734 shares worth $60.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

Morgan Stanley first reported a position in IBDY in Q3 2023 and has held it in 12 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Morgan Stanley held 2,336,734 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $60.2M as of Q2 2026.
  • Morgan Stanley bought 75,234 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $1.94M.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2042 holding.
  • Morgan Stanley first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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