Morgan Stanley
IBMP icon

Morgan Stanley’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Morgan Stanley’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.93M Sell
390,504
-1,765
-0.4% -$44.8K ﹤0.01% 3692
2026
Q1 		$9.98M Sell
392,269
-192,655
-33% -$4.9M ﹤0.01% 3567
2025
Q4 		$14.9M Buy
584,924
+97,940
+20% +$2.49M ﹤0.01% 3215
2025
Q3 		$12.4M Sell
486,984
-161,343
-25% -$4.1M ﹤0.01% 3350
2025
Q2 		$16.4M Buy
648,327
+161,866
+33% +$4.08M ﹤0.01% 2996
2025
Q1 		$12.3M Sell
486,461
-48,132
-9% -$1.21M ﹤0.01% 3155
2024
Q4 		$13.4M Sell
534,593
-61,533
-10% -$1.56M ﹤0.01% 3128
2024
Q3 		$15.2M Sell
596,126
-36,713
-6% -$928K ﹤0.01% 3072
2024
Q2 		$15.8M Buy
632,839
+170,068
+37% +$4.25M ﹤0.01% 2922
2024
Q1 		$11.6M Buy
462,771
+547
+0.1% +$13.8K ﹤0.01% 3215
2023
Q4 		$11.7M Buy
462,224
+270,936
+142% +$6.73M ﹤0.01% 3192
2023
Q3 		$4.68M Buy
191,288
+2,110
+1% +$52.5K ﹤0.01% 3800
2023
Q2 		$4.74M Sell
189,178
-16,259
-8% -$409K ﹤0.01% 3819
2023
Q1 		$5.23M Buy
205,437
+18,727
+10% +$474K ﹤0.01% 3749
2022
Q4 		$4.68M Buy
186,710
+71,278
+62% +$1.76M ﹤0.01% 3815
2022
Q3 		$2.81M Buy
115,432
+10,520
+10% +$266K ﹤0.01% 4182
2022
Q2 		$2.64M Sell
104,912
-63,953
-38% -$1.6M ﹤0.01% 4318
2022
Q1 		$4.29M Sell
168,865
-75,232
-31% -$1.97M ﹤0.01% 3843
2021
Q4 		$6.6M Buy
244,097
+18,926
+8% +$510K ﹤0.01% 3423
2021
Q3 		$6.08M Buy
225,171
+58,521
+35% +$1.59M ﹤0.01% 3466
2021
Q2 		$4.52M Buy
166,650
+30,634
+23% +$831K ﹤0.01% 3888
2021
Q1 		$3.66M Buy
136,016
+47,535
+54% +$1.29M ﹤0.01% 3731
2020
Q4 		$2.42M Buy
88,481
+37,853
+75% +$1.03M ﹤0.01% 3992
2020
Q3 		$1.37M Buy
50,628
+591
+1% +$16K ﹤0.01% 3981
2020
Q2 		$1.34M Buy
50,037
+21,998
+78% +$580K ﹤0.01% 3938
2020
Q1 		$730K Buy
28,039
+22,839
+439% +$597K ﹤0.01% 4158
2019
Q4 		$135K Buy
+5,200
New +$135K ﹤0.01% 5555

Other funds holding IBMP

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley's IBMP Position: Q2 2026 in Review

Morgan Stanley reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 0.45% in Q2 2026, selling an estimated $44.8K and leaving 390,504 shares worth $9.93M. The position accounts for ﹤0.01% of the portfolio, ranked #3692.

Morgan Stanley first reported a position in IBMP in Q4 2019 and has held it in 27 quarters since. The position peaked at $16.4M in Q2 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Morgan Stanley held 390,504 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $9.93M as of Q2 2026.
  • Morgan Stanley sold 1,765 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $44.8K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3692 holding.
  • Morgan Stanley first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Morgan Stanley's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $16.4M in Q2 2025.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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