Morgan Stanley
IBHF icon

Morgan Stanley’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Morgan Stanley’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.2M Buy
1,664,369
+16,448
+1% +$379K ﹤0.01% 2365
2025
Q4 		$38M Buy
1,647,921
+314,617
+24% +$7.3M ﹤0.01% 2350
2025
Q3 		$31.2M Sell
1,333,304
-192,031
-13% -$4.47M ﹤0.01% 2454
2025
Q2 		$35.4M Sell
1,525,335
-508,803
-25% -$11.7M ﹤0.01% 2242
2025
Q1 		$47.2M Buy
2,034,138
+293,219
+17% +$6.83M ﹤0.01% 1869
2024
Q4 		$40.3M Buy
1,740,919
+1,214,442
+231% +$28.2M ﹤0.01% 2040
2024
Q3 		$12.3M Buy
526,477
+59,000
+13% +$1.36M ﹤0.01% 3265
2024
Q2 		$10.7M Buy
467,477
+50,391
+12% +$1.15M ﹤0.01% 3272
2024
Q1 		$9.62M Sell
417,086
-416,148
-50% -$9.55M ﹤0.01% 3378
2023
Q4 		$19.1M Buy
833,234
+706,154
+556% +$15.9M ﹤0.01% 3390
2023
Q3 		$2.86M Buy
127,080
+26,811
+27% +$607K ﹤0.01% 4139
2023
Q2 		$2.28M Buy
100,269
+17,926
+22% +$404K ﹤0.01% 4345
2023
Q1 		$1.88M Buy
82,343
+10,960
+15% +$248K ﹤0.01% 4497
2022
Q4 		$1.6M Buy
71,383
+60,133
+535% +$1.34M ﹤0.01% 4591
2022
Q3 		$246K Buy
11,250
+10,533
+1,469% +$239K ﹤0.01% 5633
2022
Q2 		$16K Buy
+717
New +$16.7K ﹤0.01% 7069

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return