Morgan Stanley
IBHK

Morgan Stanley’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

Morgan Stanley’s Portfolio IBHK Stock Details IBHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$568K Buy
22,321
+11,492
+106% +$297K ﹤0.01% 5427
2025
Q4 		$280K Buy
10,829
+7,880
+267% +$204K ﹤0.01% 5786
2025
Q3 		$77K Buy
+2,949
New +$76.3K ﹤0.01% 6260

Other funds holding IBHK

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $324M AUM

Morgan Stanley's IBHK Position: Q1 2026 in Review

Morgan Stanley increased its iShares iBonds 2031 Term High Yield and Income ETF (IBHK) stake by 106% in Q1 2026, buying an estimated $297K and bringing the position to 22,321 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #5427.

Morgan Stanley first reported a position in IBHK in Q3 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold IBHK as of Q1 2026.

  • Morgan Stanley held 22,321 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $568K as of Q1 2026.
  • Morgan Stanley bought 11,492 iShares iBonds 2031 Term High Yield and Income ETF shares in Q1 2026, an estimated $297K.
  • iShares iBonds 2031 Term High Yield and Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5427 holding.
  • Morgan Stanley first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares iBonds 2031 Term High Yield and Income ETF as of Q1 2026.

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