Morgan Stanley
IBTJ icon

Morgan Stanley’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Morgan Stanley’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74.7M Buy
3,449,133
+65,398
+2% +$1.42M ﹤0.01% 1824
2026
Q1 		$73.9M Sell
3,383,735
-16,372
-0.5% -$359K ﹤0.01% 1717
2025
Q4 		$74.6M Buy
3,400,107
+3,029,822
+818% +$66.6M ﹤0.01% 1713
2025
Q3 		$8.13M Buy
370,285
+4,376
+1% +$95.8K ﹤0.01% 3725
2025
Q2 		$8.02M Buy
365,909
+15,892
+5% +$346K ﹤0.01% 3645
2025
Q1 		$7.62M Buy
350,017
+160,062
+84% +$3.44M ﹤0.01% 3574
2024
Q4 		$4.05M Buy
189,955
+87,735
+86% +$1.89M ﹤0.01% 4173
2024
Q3 		$2.26M Buy
102,220
+12,349
+14% +$270K ﹤0.01% 4557
2024
Q2 		$1.92M Buy
89,871
+5,501
+7% +$117K ﹤0.01% 4594
2024
Q1 		$1.81M Buy
84,370
+46,774
+124% +$1.01M ﹤0.01% 4649
2023
Q4 		$819K Buy
37,596
+33,540
+827% +$710K ﹤0.01% 5033
2023
Q3 		$85.2K Sell
4,056
-15,012
-79% -$320K ﹤0.01% 5960
2023
Q2 		$412K Buy
19,068
+12,815
+205% +$282K ﹤0.01% 5304
2023
Q1 		$139K Buy
6,253
+584
+10% +$12.8K ﹤0.01% 5875
2022
Q4 		$122K Hold
5,669
– – ﹤0.01% 5889
2022
Q3 		$122K Buy
5,669
+1,280
+29% +$28.9K ﹤0.01% 5979
2022
Q2 		$100K Buy
+4,389
New +$100K ﹤0.01% 6276

Other funds holding IBTJ

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Morgan Stanley's IBTJ Position: Q2 2026 in Review

Morgan Stanley increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 1.9% in Q2 2026, buying an estimated $1.42M and bringing the position to 3,449,133 shares worth $74.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

Morgan Stanley first reported a position in IBTJ in Q2 2022 and has held it in 17 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Morgan Stanley held 3,449,133 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $74.7M as of Q2 2026.
  • Morgan Stanley bought 65,398 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $1.42M.
  • iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #1824 holding.
  • Morgan Stanley first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2022 and has held it in 17 quarters since.
  • 213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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