Morgan Stanley
IBTH icon

Morgan Stanley’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Morgan Stanley’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$85.5M Buy
3,823,870
+115,868
+3% +$2.59M ﹤0.01% 1705
2026
Q1 		$83.2M Buy
3,708,002
+104,687
+3% +$2.35M 0.01% 1598
2025
Q4 		$81M Buy
3,603,315
+94,053
+3% +$2.12M ﹤0.01% 1633
2025
Q3 		$79M Buy
3,509,262
+51,165
+1% +$1.15M ﹤0.01% 1620
2025
Q2 		$77.8M Sell
3,458,097
-214,803
-6% -$4.81M 0.01% 1526
2025
Q1 		$82.3M Buy
3,672,900
+216,582
+6% +$4.82M 0.01% 1391
2024
Q4 		$76.7M Buy
3,456,318
+225,378
+7% +$5.02M 0.01% 1457
2024
Q3 		$73.1M Buy
3,230,940
+68,078
+2% +$1.53M 0.01% 1492
2024
Q2 		$69.8M Buy
3,162,862
+77,444
+3% +$1.7M 0.01% 1439
2024
Q1 		$68.4M Buy
3,085,418
+77,235
+3% +$1.72M 0.01% 1475
2023
Q4 		$67.4M Buy
3,008,183
+2,876,608
+2,186% +$63.2M 0.01% 1439
2023
Q3 		$2.87M Sell
131,575
-4,192
-3% -$92.2K ﹤0.01% 4135
2023
Q2 		$3.01M Buy
135,767
+48,246
+55% +$1.09M ﹤0.01% 4146
2023
Q1 		$1.98M Buy
87,521
+17,619
+25% +$395K ﹤0.01% 4471
2022
Q4 		$1.55M Buy
69,902
+65,594
+1,523% +$1.46M ﹤0.01% 4614
2022
Q3 		$96K Hold
4,308
– – ﹤0.01% 6094
2022
Q2 		$100K Buy
+4,308
New +$100K ﹤0.01% 6274

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley's IBTH Position: Q2 2026 in Review

Morgan Stanley increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 3.1% in Q2 2026, buying an estimated $2.59M and bringing the position to 3,823,870 shares worth $85.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

Morgan Stanley first reported a position in IBTH in Q2 2022 and has held it in 17 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Morgan Stanley held 3,823,870 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $85.5M as of Q2 2026.
  • Morgan Stanley bought 115,868 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $2.59M.
  • iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #1705 holding.
  • Morgan Stanley first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2022 and has held it in 17 quarters since.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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