Morgan Stanley
IBHH icon

Morgan Stanley’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Morgan Stanley’s Portfolio IBHH Stock Details IBHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.7M Sell
497,631
-82,921
-14% -$1.96M ﹤0.01% 3440
2025
Q4 		$13.7M Buy
580,552
+380,864
+191% +$9.02M ﹤0.01% 3304
2025
Q3 		$4.76M Buy
199,688
+34,075
+21% +$808K ﹤0.01% 4196
2025
Q2 		$3.93M Buy
165,613
+67,391
+69% +$1.57M ﹤0.01% 4253
2025
Q1 		$2.29M Buy
98,222
+17,409
+22% +$410K ﹤0.01% 4516
2024
Q4 		$1.89M Buy
80,813
+62,192
+334% +$1.46M ﹤0.01% 4737
2024
Q3 		$443K Buy
18,621
+5,993
+47% +$140K ﹤0.01% 5460
2024
Q2 		$292K Buy
12,628
+1,047
+9% +$24.1K ﹤0.01% 5513
2024
Q1 		$270K Buy
11,581
+4,829
+72% +$112K ﹤0.01% 5606
2023
Q4 		$157K Buy
6,752
+6,641
+5,983% +$149K ﹤0.01% 6031
2023
Q3 		$2.46K Buy
+111
New +$2.49K ﹤0.01% 7084

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $573M AUM 13.51% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return