Morgan Stanley
IBHG icon

Morgan Stanley’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Morgan Stanley’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.81M Buy
217,172
+24,882
+13% +$553K ﹤0.01% 4166
2025
Q4 		$4.29M Sell
192,290
-29,042
-13% -$649K ﹤0.01% 4299
2025
Q3 		$4.98M Sell
221,332
-18,050
-8% -$405K ﹤0.01% 4154
2025
Q2 		$5.4M Buy
239,382
+86,097
+56% +$1.91M ﹤0.01% 4007
2025
Q1 		$3.42M Buy
153,285
+7,956
+5% +$178K ﹤0.01% 4232
2024
Q4 		$3.23M Buy
145,329
+8,407
+6% +$188K ﹤0.01% 4340
2024
Q3 		$3.09M Buy
136,922
+29,596
+28% +$659K ﹤0.01% 4343
2024
Q2 		$2.36M Buy
107,326
+15,809
+17% +$348K ﹤0.01% 4447
2024
Q1 		$2.04M Buy
91,517
+6,431
+8% +$143K ﹤0.01% 4564
2023
Q4 		$1.89M Buy
85,086
+72,196
+560% +$1.56M ﹤0.01% 4956
2023
Q3 		$277K Sell
12,890
-1,957
-13% -$42.4K ﹤0.01% 5438
2023
Q2 		$324K Buy
14,847
+8,235
+125% +$179K ﹤0.01% 5429
2023
Q1 		$145K Buy
6,612
+1,164
+21% +$25.4K ﹤0.01% 5849
2022
Q4 		$116K Buy
5,448
+2,624
+93% +$56.1K ﹤0.01% 5914
2022
Q3 		$58K Buy
2,824
+2,823
+282,300% +$61.4K ﹤0.01% 6343
2022
Q2 		$0 Buy
+1
New +$22 ﹤0.01% 7881

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return