Morgan Stanley
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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
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 $1.64B AUM 15.26% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return

Morgan Stanley's IBHJ Position: Q1 2026 in Review

Morgan Stanley increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 29% in Q1 2026, buying an estimated $409K and bringing the position to 69,039 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #4830.

Morgan Stanley first reported a position in IBHJ in Q2 2024 and has held it in 8 quarters since. 48 funds tracked by Wall St. Rank hold IBHJ as of Q1 2026.

  • Morgan Stanley held 69,039 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $1.81M as of Q1 2026.
  • Morgan Stanley bought 15,432 iShares iBonds 2030 Term High Yield and Income ETF shares in Q1 2026, an estimated $409K.
  • iShares iBonds 2030 Term High Yield and Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4830 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 8 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.