Morgan Stanley
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Morgan Stanley’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Morgan Stanley’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.8M Buy
730,848
+13,759
+2% +$278K ﹤0.01% 3381
2026
Q1 		$14.6M Buy
717,089
+55,594
+8% +$1.14M ﹤0.01% 3236
2025
Q4 		$13.6M Sell
661,495
-59,230
-8% -$1.22M ﹤0.01% 3316
2025
Q3 		$14.8M Buy
720,725
+312,356
+76% +$6.39M ﹤0.01% 3172
2025
Q2 		$8.37M Buy
408,369
+6,642
+2% +$135K ﹤0.01% 3598
2025
Q1 		$8.17M Buy
401,727
+29,101
+8% +$581K ﹤0.01% 3528
2024
Q4 		$7.38M Buy
372,626
+768
+0.2% +$15.5K ﹤0.01% 3651
2024
Q3 		$7.74M Buy
371,858
+30,228
+9% +$621K ﹤0.01% 3626
2024
Q2 		$6.82M Buy
341,630
+4,023
+1% +$79.7K ﹤0.01% 3641
2024
Q1 		$6.81M Buy
337,607
+74,148
+28% +$1.5M ﹤0.01% 3658
2023
Q4 		$5.41M Buy
263,459
+248,059
+1,611% +$4.9M ﹤0.01% 3850
2023
Q3 		$301K Buy
15,400
+3,700
+32% +$74.5K ﹤0.01% 5394
2023
Q2 		$241K Hold
11,700
– – ﹤0.01% 5560
2023
Q1 		$247K Buy
+11,700
New +$244K ﹤0.01% 5610

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley's IBTL Position: Q2 2026 in Review

Morgan Stanley increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 1.9% in Q2 2026, buying an estimated $278K and bringing the position to 730,848 shares worth $14.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3381.

Morgan Stanley first reported a position in IBTL in Q1 2023 and has held it in 14 quarters since. The position peaked at $14.8M in Q3 2025. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Morgan Stanley held 730,848 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $14.8M as of Q2 2026.
  • Morgan Stanley bought 13,759 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $278K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3381 holding.
  • Morgan Stanley first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
  • Morgan Stanley's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $14.8M in Q3 2025.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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