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
Q2 		$30.6M Sell
1,349,023
-315,346
-19% -$7.18M ﹤0.01% 2706
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 Buy
417,086
+469
+0.1% +$10.8K ﹤0.01% 3378
2023
Q4 		$9.55M Buy
416,617
+289,537
+228% +$6.53M ﹤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 $445B AUM 25.58% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley's IBHF Position: Q2 2026 in Review

Morgan Stanley reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 19% in Q2 2026, selling an estimated $7.18M and leaving 1,349,023 shares worth $30.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2706.

Morgan Stanley first reported a position in IBHF in Q2 2022 and has held it in 17 quarters since. The position peaked at $47.2M in Q1 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Morgan Stanley held 1,349,023 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $30.6M as of Q2 2026.
  • Morgan Stanley sold 315,346 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $7.18M.
  • iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2706 holding.
  • Morgan Stanley first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Morgan Stanley's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $47.2M in Q1 2025.
  • 172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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