Morgan Stanley’s iShares iBonds 2021 Term High Yield and Income ETF IBHA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-131,077
Closed -$3.17M 8353
2021
Q3
$3.17M Buy
131,077
+8,658
+7% +$209K ﹤0.01% 4172
2021
Q2
$2.96M Buy
122,419
+65,225
+114% +$1.58M ﹤0.01% 4306
2021
Q1
$1.38M Buy
57,194
+29,749
+108% +$721K ﹤0.01% 4525
2020
Q4
$665K Buy
+27,445
New +$665K ﹤0.01% 4902

Morgan Stanley's IBHA Position: Q4 2021 in Review

Morgan Stanley sold out of iShares iBonds 2021 Term High Yield and Income ETF (IBHA) in Q4 2021, closing a stake of 131,077 shares — an estimated $3.17M sold.

Morgan Stanley first reported a position in IBHA in Q4 2020 and held it in 4 quarters. The position peaked at $3.17M in Q3 2021. 0 funds tracked by Wall St. Rank hold IBHA as of Q4 2021.

  • Morgan Stanley reported no remaining iShares iBonds 2021 Term High Yield and Income ETF position as of Q4 2021 after selling out during the quarter.
  • Morgan Stanley sold 131,077 iShares iBonds 2021 Term High Yield and Income ETF shares in Q4 2021, an estimated $3.17M.
  • Morgan Stanley first reported a position in iShares iBonds 2021 Term High Yield and Income ETF in Q4 2020 and held it in 4 quarters.
  • Morgan Stanley's iShares iBonds 2021 Term High Yield and Income ETF position peaked at $3.17M in Q3 2021.
  • 0 funds tracked by Wall St. Rank held iShares iBonds 2021 Term High Yield and Income ETF as of Q4 2021.

Based on Morgan Stanley's 13F filing for Q4 2021, filed 14 Feb 2022.