Morgan Stanley’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Morgan Stanley’s Portfolio IBHJ Stock Details IBHJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.95M	Buy	73,573 +4,534	+7%	+$120K	﹤0.01%	4860
2026 Q1	$1.81M	Buy	69,039 +15,432	+29%	+$409K	﹤0.01%	4830
2025 Q4	$1.43M	Buy	53,607 +3,783	+8%	+$101K	﹤0.01%	5004
2025 Q3	$1.34M	Buy	49,824 +1,913	+4%	+$50.8K	﹤0.01%	5013
2025 Q2	$1.28M	Hold	47,911	–	–	﹤0.01%	4983
2025 Q1	$1.25M	Hold	47,911	–	–	﹤0.01%	4899
2024 Q4	$1.25M	Buy	47,911 +47,333	+8,189%	+$1.25M	﹤0.01%	4976
2024 Q3	$15.5K	Hold	578	–	–	﹤0.01%	6583
2024 Q2	$14.9K	Buy	+578	New	+$14.9K	﹤0.01%	6547

Other funds holding IBHJ

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SPWM

Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Morgan Stanley's IBHJ Position: Q2 2026 in Review

Morgan Stanley increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 6.6% in Q2 2026, buying an estimated $120K and bringing the position to 73,573 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #4860.

Morgan Stanley first reported a position in IBHJ in Q2 2024 and has held it in 9 quarters since. 51 funds tracked by Wall St. Rank hold IBHJ as of Q2 2026.

Morgan Stanley held 73,573 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $1.95M as of Q2 2026.
Morgan Stanley bought 4,534 iShares iBonds 2030 Term High Yield and Income ETF shares in Q2 2026, an estimated $120K.
iShares iBonds 2030 Term High Yield and Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4860 holding.
Morgan Stanley first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q2 2024 and has held it in 9 quarters since.
51 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q2 2026.

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