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 Q3	$33.6M	Sell	1,471,565 -85,320	-5%	-$1.98M	﹤0.01%	2629
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	Buy	27,703 +9,633	+53%	+$223K	﹤0.01%	5193
2023 Q4	$418K	Buy	18,070 +18,014	+32,168%	+$399K	﹤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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.78B AUM 15.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Littlejohn Financial Services Roseburg, Oregon $135M AUM 16.01% 1-Year Est. Return

Scissortail Wealth Management Tulsa, Oklahoma $545M AUM 17.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return

Morgan Stanley's IBHI Position: Q3 2026 in Review

Morgan Stanley reduced its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 5.5% in Q3 2026, selling an estimated $1.98M and leaving 1,471,565 shares worth $33.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2629.

Morgan Stanley first reported a position in IBHI in Q2 2023 and has held it in 14 quarters since. The position peaked at $36.4M in Q2 2026. 84 funds tracked by Wall St. Rank hold IBHI as of Q3 2026.

Morgan Stanley held 1,471,565 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $33.6M as of Q3 2026.
Morgan Stanley sold 85,320 iShares iBonds 2029 Term High Yield and Income ETF shares in Q3 2026, an estimated $1.98M.
iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q3 2026, its #2629 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 14 quarters since.
Morgan Stanley's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $36.4M in Q2 2026.
84 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q3 2026.

Based on Morgan Stanley's 13F filing for Q3 2026, filed 13 Nov 2026.