Morgan Stanley
IBDZ

Morgan Stanley’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Morgan Stanley’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.5M Buy
1,514,889
+17,224
+1% +$449K ﹤0.01% 2462
2026
Q1 		$39M Buy
1,497,665
+210,892
+16% +$5.56M ﹤0.01% 2337
2025
Q4 		$33.9M Buy
1,286,773
+402,299
+45% +$10.6M ﹤0.01% 2456
2025
Q3 		$23.4M Buy
884,474
+715,233
+423% +$18.7M ﹤0.01% 2739
2025
Q2 		$4.42M Buy
169,241
+39,333
+30% +$1.01M ﹤0.01% 4150
2025
Q1 		$3.35M Buy
+129,908
New +$3.32M ﹤0.01% 4254

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Bank of America
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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley's IBDZ Position: Q2 2026 in Review

Morgan Stanley increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 1.2% in Q2 2026, buying an estimated $449K and bringing the position to 1,514,889 shares worth $39.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

Morgan Stanley first reported a position in IBDZ in Q1 2025 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Morgan Stanley held 1,514,889 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $39.5M as of Q2 2026.
  • Morgan Stanley bought 17,224 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $449K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2462 holding.
  • Morgan Stanley first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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