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
Q2 		$548K Sell
21,260
-1,061
-5% -$27.2K ﹤0.01% 5504
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 $1.85B AUM 20.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $231M AUM
FAL
Focused Alpha LLC Denver, Colorado $390M AUM

Morgan Stanley's IBHK Position: Q2 2026 in Review

Morgan Stanley reduced its iShares iBonds 2031 Term High Yield and Income ETF (IBHK) stake by 4.8% in Q2 2026, selling an estimated $27.2K and leaving 21,260 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #5504.

Morgan Stanley first reported a position in IBHK in Q3 2025 and has held it in 4 quarters since. The position peaked at $568K in Q1 2026. 32 funds tracked by Wall St. Rank hold IBHK as of Q2 2026.

  • Morgan Stanley held 21,260 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $548K as of Q2 2026.
  • Morgan Stanley sold 1,061 iShares iBonds 2031 Term High Yield and Income ETF shares in Q2 2026, an estimated $27.2K.
  • iShares iBonds 2031 Term High Yield and Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5504 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 4 quarters since.
  • Morgan Stanley's iShares iBonds 2031 Term High Yield and Income ETF position peaked at $568K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held iShares iBonds 2031 Term High Yield and Income ETF as of Q2 2026.

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