Morgan Stanley
IBMS

Morgan Stanley’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Morgan Stanley’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.48M Sell
95,919
-12,418
-11% -$321K ﹤0.01% 4719
2026
Q1 		$2.8M Buy
108,337
+27,696
+34% +$725K ﹤0.01% 4516
2025
Q4 		$2.1M Buy
+80,641
New +$2.1M ﹤0.01% 4771

Other funds holding IBMS

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 $104B AUM 28.3% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Morgan Stanley's IBMS Position: Q2 2026 in Review

Morgan Stanley reduced its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 11% in Q2 2026, selling an estimated $321K and leaving 95,919 shares worth $2.48M. The position accounts for ﹤0.01% of the portfolio, ranked #4719.

Morgan Stanley first reported a position in IBMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.8M in Q1 2026. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Morgan Stanley held 95,919 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $2.48M as of Q2 2026.
  • Morgan Stanley sold 12,418 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $321K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4719 holding.
  • Morgan Stanley first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Morgan Stanley's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $2.8M in Q1 2026.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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