Morgan Stanley
IBMO icon

Morgan Stanley’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Morgan Stanley’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.42M Buy
367,257
+35,255
+11% +$904K ﹤0.01% 3738
2026
Q1 		$8.51M Buy
332,002
+46,249
+16% +$1.19M ﹤0.01% 3700
2025
Q4 		$7.33M Sell
285,753
-51,334
-15% -$1.31M ﹤0.01% 3882
2025
Q3 		$8.65M Sell
337,087
-351,087
-51% -$9M ﹤0.01% 3666
2025
Q2 		$17.6M Buy
688,174
+615
+0.1% +$15.7K ﹤0.01% 2940
2025
Q1 		$17.6M Sell
687,559
-21,544
-3% -$550K ﹤0.01% 2822
2024
Q4 		$18.1M Sell
709,103
-96,616
-12% -$2.47M ﹤0.01% 2855
2024
Q3 		$20.7M Sell
805,719
-59,890
-7% -$1.53M ﹤0.01% 2772
2024
Q2 		$21.9M Buy
865,609
+178,019
+26% +$4.49M ﹤0.01% 2561
2024
Q1 		$17.4M Buy
687,590
+135,640
+25% +$3.45M ﹤0.01% 2853
2023
Q4 		$14.1M Buy
551,950
+321,170
+139% +$8.06M ﹤0.01% 3040
2023
Q3 		$5.73M Sell
230,780
-3,313
-1% -$83K ﹤0.01% 3632
2023
Q2 		$5.89M Sell
234,093
-45,402
-16% -$1.15M ﹤0.01% 3645
2023
Q1 		$7.14M Buy
279,495
+27,647
+11% +$701K ﹤0.01% 3454
2022
Q4 		$6.35M Buy
251,848
+64,833
+35% +$1.62M ﹤0.01% 3530
2022
Q3 		$4.61M Buy
187,015
+22,896
+14% +$581K ﹤0.01% 3765
2022
Q2 		$4.16M Sell
164,119
-55,917
-25% -$1.41M ﹤0.01% 3927
2022
Q1 		$5.61M Sell
220,036
-75,909
-26% -$1.98M ﹤0.01% 3555
2021
Q4 		$7.95M Buy
295,945
+59,460
+25% +$1.6M ﹤0.01% 3200
2021
Q3 		$6.36M Buy
236,485
+55,002
+30% +$1.49M ﹤0.01% 3424
2021
Q2 		$4.9M Buy
181,483
+26,518
+17% +$715K ﹤0.01% 3801
2021
Q1 		$4.16M Buy
154,965
+65,026
+72% +$1.75M ﹤0.01% 3601
2020
Q4 		$2.44M Buy
89,939
+49,776
+124% +$1.34M ﹤0.01% 3986
2020
Q3 		$1.08M Sell
40,163
-354
-0.9% -$9.53K ﹤0.01% 4161
2020
Q2 		$1.08M Buy
40,517
+15,213
+60% +$399K ﹤0.01% 4112
2020
Q1 		$653K Buy
25,304
+20,104
+387% +$524K ﹤0.01% 4230
2019
Q4 		$135K Buy
+5,200
New +$135K ﹤0.01% 5554

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley's IBMO Position: Q2 2026 in Review

Morgan Stanley increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 11% in Q2 2026, buying an estimated $904K and bringing the position to 367,257 shares worth $9.42M. The position accounts for ﹤0.01% of the portfolio, ranked #3738.

Morgan Stanley first reported a position in IBMO in Q4 2019 and has held it in 27 quarters since. The position peaked at $21.9M in Q2 2024. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Morgan Stanley held 367,257 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $9.42M as of Q2 2026.
  • Morgan Stanley bought 35,255 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $904K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3738 holding.
  • Morgan Stanley first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Morgan Stanley's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $21.9M in Q2 2024.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

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