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
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
+9,178
+12% +$198K ﹤0.01% 4649
2023
Q4 		$1.64M Buy
75,192
+71,136
+1,754% +$1.51M ﹤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 $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 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 $324B AUM 22.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return