Morgan Stanley
IBMR icon

Morgan Stanley’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Morgan Stanley’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.01M Buy
197,333
+14,707
+8% +$373K ﹤0.01% 4231
2026
Q1 		$4.63M Buy
182,626
+46,048
+34% +$1.18M ﹤0.01% 4195
2025
Q4 		$3.47M Buy
136,578
+54,650
+67% +$1.39M ﹤0.01% 4441
2025
Q3 		$2.09M Buy
81,928
+7,193
+10% +$183K ﹤0.01% 4753
2025
Q2 		$1.89M Buy
74,735
+11,217
+18% +$280K ﹤0.01% 4735
2025
Q1 		$1.59M Buy
63,518
+2,694
+4% +$67.6K ﹤0.01% 4752
2024
Q4 		$1.52M Buy
+60,824
New +$1.53M ﹤0.01% 4878

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley's IBMR Position: Q2 2026 in Review

Morgan Stanley increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 8.1% in Q2 2026, buying an estimated $373K and bringing the position to 197,333 shares worth $5.01M. The position accounts for ﹤0.01% of the portfolio, ranked #4231.

Morgan Stanley first reported a position in IBMR in Q4 2024 and has held it in 7 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Morgan Stanley held 197,333 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $5.01M as of Q2 2026.
  • Morgan Stanley bought 14,707 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $373K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4231 holding.
  • Morgan Stanley first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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