Morgan Stanley’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-282,165
| Closed | -$6.57M | – | 8161 |
|
|
2024
Q3 | $6.57M | Sell |
282,165
-24,817
| -8% | -$576K | ﹤0.01% | 3746 |
|
|
2024
Q2 | $7.13M | Sell |
306,982
-24,336
| -7% | -$565K | ﹤0.01% | 3598 |
|
|
2024
Q1 | $7.72M | Sell |
331,318
-596,548
| -64% | -$13.9M | ﹤0.01% | 3547 |
|
|
2023
Q4 | $21.5M | Buy |
927,866
+520,880
| +128% | +$12M | ﹤0.01% | 3268 |
|
|
2023
Q3 | $9.44M | Buy |
406,986
+35,187
| +9% | +$813K | ﹤0.01% | 3175 |
|
|
2023
Q2 | $8.58M | Buy |
371,799
+25,046
| +7% | +$575K | ﹤0.01% | 3307 |
|
|
2023
Q1 | $8.02M | Sell |
346,753
-130,932
| -27% | -$3.01M | ﹤0.01% | 3354 |
|
|
2022
Q4 | $10.8M | Buy |
477,685
+221,384
| +86% | +$5.01M | ﹤0.01% | 2999 |
|
|
2022
Q3 | $5.71M | Buy |
256,301
+85,825
| +50% | +$1.95M | ﹤0.01% | 3566 |
|
|
2022
Q2 | $3.79M | Buy |
170,476
+34,576
| +25% | +$796K | ﹤0.01% | 4008 |
|
|
2022
Q1 | $3.23M | Buy |
135,900
+134,284
| +8,310% | +$3.22M | ﹤0.01% | 4130 |
|
|
2021
Q4 | $40K | Sell |
1,616
-2,059
| -56% | -$50.5K | ﹤0.01% | 6916 |
|
|
2021
Q3 | $91K | Buy |
3,675
+2,030
| +123% | +$50.2K | ﹤0.01% | 6433 |
|
|
2021
Q2 | $41K | Buy |
1,645
+846
| +106% | +$20.9K | ﹤0.01% | 6752 |
|
|
2021
Q1 | $20K | Buy |
799
+600
| +302% | +$14.7K | ﹤0.01% | 6721 |
|
|
2020
Q4 | $5K | Buy |
+199
| New | +$4.75K | ﹤0.01% | 6779 |
|
Other funds holding IBHD
Morgan Stanley's IBHD Position: Q4 2024 in Review
Morgan Stanley sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 282,165 shares — an estimated $6.57M sold.
Morgan Stanley first reported a position in IBHD in Q4 2020 and held it in 16 quarters. The position peaked at $21.5M in Q4 2023. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.
- Morgan Stanley reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
- Morgan Stanley sold 282,165 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $6.57M.
- Morgan Stanley first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2020 and held it in 16 quarters.
- Morgan Stanley's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $21.5M in Q4 2023.
- 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.
Based on Morgan Stanley's 13F filing for Q4 2024, filed 14 Feb 2025.