Morgan Stanley
IBMH

Morgan Stanley’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Morgan Stanley’s Portfolio IBMH Stock Details IBMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-322,960
Closed -$8.22M – 6909
2019
Q2 		$8.22M Buy
322,960
+22,440
+7% +$571K ﹤0.01% 2367
2019
Q1 		$7.65M Sell
300,520
-188,084
-38% -$4.78M ﹤0.01% 2301
2018
Q4 		$12.4M Buy
488,604
+15,496
+3% +$393K ﹤0.01% 1892
2018
Q3 		$12M Buy
473,108
+9,391
+2% +$238K ﹤0.01% 2231
2018
Q2 		$11.8M Sell
463,717
-19,435
-4% -$492K ﹤0.01% 2188
2018
Q1 		$12.2M Buy
483,152
+49,530
+11% +$1.26M ﹤0.01% 2153
2017
Q4 		$11M Buy
433,622
+18,478
+4% +$470K ﹤0.01% 2313
2017
Q3 		$10.6M Buy
415,144
+22,335
+6% +$571K ﹤0.01% 2210
2017
Q2 		$10M Buy
392,809
+40,181
+11% +$1.03M ﹤0.01% 2188
2017
Q1 		$9M Buy
352,628
+8,453
+2% +$215K ﹤0.01% 2307
2016
Q4 		$8.72M Buy
344,175
+156,808
+84% +$3.99M ﹤0.01% 2400
2016
Q3 		$4.81M Buy
187,367
+45,065
+32% +$1.16M ﹤0.01% 2694
2016
Q2 		$3.66M Sell
142,302
-39,964
-22% -$1.03M ﹤0.01% 2898
2016
Q1 		$4.68M Buy
182,266
+35,100
+24% +$902K ﹤0.01% 2598
2015
Q4 		$3.77M Buy
147,166
+26,590
+22% +$679K ﹤0.01% 2936
2015
Q3 		$3.08M Buy
120,576
+19,531
+19% +$497K ﹤0.01% 3098
2015
Q2 		$2.56M Buy
101,045
+13,850
+16% +$351K ﹤0.01% 3393
2015
Q1 		$2.23M Buy
87,195
+21,644
+33% +$553K ﹤0.01% 3504
2014
Q4 		$1.67M Sell
65,551
-56,929
-46% -$1.45M ﹤0.01% 3721
2014
Q3 		$3.12M Buy
122,480
+50,556
+70% +$1.28M ﹤0.01% 3068
2014
Q2 		$1.82M Buy
+71,924
New +$1.81M ﹤0.01% 3557

Other funds holding IBMH

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Morgan Stanley's IBMH Position: Q3 2019 in Review

Morgan Stanley sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 322,960 shares — an estimated $8.22M sold.

Morgan Stanley first reported a position in IBMH in Q2 2014 and held it in 21 quarters. The position peaked at $12.4M in Q4 2018. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Morgan Stanley reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Morgan Stanley sold 322,960 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $8.22M.
  • Morgan Stanley first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q2 2014 and held it in 21 quarters.
  • Morgan Stanley's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $12.4M in Q4 2018.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Morgan Stanley's 13F filing for Q3 2019, filed 14 Nov 2019.