Morgan Stanley
IBHI icon

Morgan Stanley’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Morgan Stanley’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.4M Buy
1,556,885
+154,765
+11% +$3.62M ﹤0.01% 2526
2026
Q1 		$32.6M Buy
1,402,120
+95,908
+7% +$2.25M ﹤0.01% 2515
2025
Q4 		$30.9M Buy
1,306,212
+60,056
+5% +$1.42M ﹤0.01% 2539
2025
Q3 		$29.7M Buy
1,246,156
+814,837
+189% +$19.3M ﹤0.01% 2499
2025
Q2 		$10.2M Buy
431,319
+101,835
+31% +$2.35M ﹤0.01% 3424
2025
Q1 		$7.65M Buy
329,484
+127,289
+63% +$3M ﹤0.01% 3565
2024
Q4 		$4.74M Buy
202,195
+160,675
+387% +$3.8M ﹤0.01% 4045
2024
Q3 		$993K Buy
41,520
+5,763
+16% +$135K ﹤0.01% 5043
2024
Q2 		$827K Buy
35,757
+8,054
+29% +$185K ﹤0.01% 5073
2024
Q1 		$647K Sell
27,703
-8,437
-23% -$195K ﹤0.01% 5193
2023
Q4 		$836K Buy
36,140
+36,084
+64,436% +$798K ﹤0.01% 5383
2023
Q3 		$1.22K Hold
56
– – ﹤0.01% 7209
2023
Q2 		$1.25K Buy
+56
New +$1.24K ﹤0.01% 7264

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Morgan Stanley's IBHI Position: Q2 2026 in Review

Morgan Stanley increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 11% in Q2 2026, buying an estimated $3.62M and bringing the position to 1,556,885 shares worth $36.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2526.

Morgan Stanley first reported a position in IBHI in Q2 2023 and has held it in 13 quarters since. 86 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Morgan Stanley held 1,556,885 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $36.4M as of Q2 2026.
  • Morgan Stanley bought 154,765 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $3.62M.
  • iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2526 holding.
  • Morgan Stanley first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

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