Morgan Stanley
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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
Q2 		$6.21M Buy
281,072
+63,900
+29% +$1.41M ﹤0.01% 4083
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
+48,974
+115% +$1.09M ﹤0.01% 4564
2023
Q4 		$945K Buy
42,543
+29,653
+230% +$642K ﹤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

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Morgan Stanley's IBHG Position: Q2 2026 in Review

Morgan Stanley increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 29% in Q2 2026, buying an estimated $1.41M and bringing the position to 281,072 shares worth $6.21M. The position accounts for ﹤0.01% of the portfolio, ranked #4083.

Morgan Stanley first reported a position in IBHG in Q2 2022 and has held it in 17 quarters since. 132 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

  • Morgan Stanley held 281,072 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $6.21M as of Q2 2026.
  • Morgan Stanley bought 63,900 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $1.41M.
  • iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4083 holding.
  • Morgan Stanley first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 132 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

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