Morgan Stanley
IBHE

Morgan Stanley’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Morgan Stanley’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-793,424
Closed -$18.4M – 8331
2025
Q3 		$18.4M Sell
793,424
-229,979
-22% -$5.33M ﹤0.01% 2960
2025
Q2 		$23.8M Sell
1,023,403
-43,222
-4% -$1M ﹤0.01% 2629
2025
Q1 		$24.8M Buy
1,066,625
+10,131
+1% +$235K ﹤0.01% 2476
2024
Q4 		$24.5M Buy
1,056,494
+707,877
+203% +$16.4M ﹤0.01% 2565
2024
Q3 		$8.12M Buy
348,617
+19,696
+6% +$457K ﹤0.01% 3590
2024
Q2 		$7.66M Buy
328,921
+31,634
+11% +$736K ﹤0.01% 3535
2024
Q1 		$6.95M Sell
297,287
-205,081
-41% -$4.77M ﹤0.01% 3640
2023
Q4 		$11.6M Buy
502,368
+296,573
+144% +$6.79M ﹤0.01% 3800
2023
Q3 		$4.72M Buy
205,795
+12,907
+7% +$296K ﹤0.01% 3792
2023
Q2 		$4.44M Buy
192,888
+11,111
+6% +$253K ﹤0.01% 3865
2023
Q1 		$4.16M Buy
181,777
+42,278
+30% +$964K ﹤0.01% 3926
2022
Q4 		$3.14M Buy
139,499
+116,165
+498% +$2.62M ﹤0.01% 4137
2022
Q3 		$518K Buy
23,334
+18,175
+352% +$415K ﹤0.01% 5250
2022
Q2 		$116K Buy
+5,159
New +$120K ﹤0.01% 6197

Other funds holding IBHE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Morgan Stanley's IBHE Position: Q4 2025 in Review

Morgan Stanley sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 793,424 shares — an estimated $18.4M sold.

Morgan Stanley first reported a position in IBHE in Q2 2022 and held it in 14 quarters. The position peaked at $24.8M in Q1 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Morgan Stanley reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Morgan Stanley sold 793,424 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $18.4M.
  • Morgan Stanley first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2022 and held it in 14 quarters.
  • Morgan Stanley's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $24.8M in Q1 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Morgan Stanley's 13F filing for Q4 2025, filed 13 Feb 2026.