Morgan Stanley
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Morgan Stanley’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Morgan Stanley’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.97M Buy
272,284
+5,755
+2% +$147K ﹤0.01% 3998
2026
Q1 		$6.8M Sell
266,529
-171,980
-39% -$4.41M ﹤0.01% 3893
2025
Q4 		$11.2M Buy
438,509
+66,828
+18% +$1.71M ﹤0.01% 3511
2025
Q3 		$9.53M Buy
371,681
+178,776
+93% +$4.57M ﹤0.01% 3600
2025
Q2 		$4.9M Buy
192,905
+10,628
+6% +$268K ﹤0.01% 4078
2025
Q1 		$4.61M Sell
182,277
-174,694
-49% -$4.41M ﹤0.01% 3989
2024
Q4 		$8.99M Buy
356,971
+201,057
+129% +$5.1M ﹤0.01% 3495
2024
Q3 		$4M Sell
155,914
-6,891
-4% -$175K ﹤0.01% 4130
2024
Q2 		$4.07M Buy
162,805
+904
+0.6% +$22.6K ﹤0.01% 4047
2024
Q1 		$4.09M Sell
161,901
-82,689
-34% -$2.1M ﹤0.01% 4076
2023
Q4 		$6.26M Buy
244,590
+185,053
+311% +$4.6M ﹤0.01% 4241
2023
Q3 		$1.45M Sell
59,537
-15,196
-20% -$379K ﹤0.01% 4582
2023
Q2 		$1.88M Sell
74,733
-35,820
-32% -$906K ﹤0.01% 4464
2023
Q1 		$2.83M Buy
110,553
+7,131
+7% +$181K ﹤0.01% 4234
2022
Q4 		$2.6M Sell
103,422
-6,500
-6% -$160K ﹤0.01% 4290
2022
Q3 		$2.66M Buy
109,922
+28,344
+35% +$713K ﹤0.01% 4233
2022
Q2 		$2.04M Sell
81,578
-60,269
-42% -$1.5M ﹤0.01% 4526
2022
Q1 		$3.61M Sell
141,847
-120,501
-46% -$3.17M ﹤0.01% 4030
2021
Q4 		$7.15M Buy
262,348
+18,681
+8% +$508K ﹤0.01% 3335
2021
Q3 		$6.63M Buy
243,667
+72,101
+42% +$1.98M ﹤0.01% 3386
2021
Q2 		$4.7M Buy
171,566
+26,258
+18% +$719K ﹤0.01% 3844
2021
Q1 		$3.95M Sell
145,308
-6,495
-4% -$178K ﹤0.01% 3658
2020
Q4 		$4.19M Buy
151,803
+17,540
+13% +$480K ﹤0.01% 3449
2020
Q3 		$3.67M Buy
134,263
+4,419
+3% +$121K ﹤0.01% 3022
2020
Q2 		$3.52M Buy
129,844
+55,543
+75% +$1.48M ﹤0.01% 3037
2020
Q1 		$1.95M Buy
74,301
+69,501
+1,448% +$1.83M ﹤0.01% 3392
2019
Q4 		$125K Buy
+4,800
New +$125K ﹤0.01% 5580

Other funds holding IBMQ

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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Morgan Stanley's IBMQ Position: Q2 2026 in Review

Morgan Stanley increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 2.2% in Q2 2026, buying an estimated $147K and bringing the position to 272,284 shares worth $6.97M. The position accounts for ﹤0.01% of the portfolio, ranked #3998.

Morgan Stanley first reported a position in IBMQ in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.2M in Q4 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Morgan Stanley held 272,284 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $6.97M as of Q2 2026.
  • Morgan Stanley bought 5,755 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $147K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3998 holding.
  • Morgan Stanley first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Morgan Stanley's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $11.2M in Q4 2025.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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