Morgan Stanley
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Morgan Stanley’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Morgan Stanley’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.5M Buy
848,984
+22,538
+3% +$520K ﹤0.01% 2988
2025
Q4 		$19.1M Sell
826,446
-1,998
-0.2% -$46.3K ﹤0.01% 2982
2025
Q3 		$19.2M Buy
828,444
+411,029
+98% +$9.45M ﹤0.01% 2929
2025
Q2 		$9.61M Buy
417,415
+19,726
+5% +$449K ﹤0.01% 3483
2025
Q1 		$9.1M Buy
397,689
+23,387
+6% +$525K ﹤0.01% 3424
2024
Q4 		$8.31M Buy
374,302
+49,443
+15% +$1.12M ﹤0.01% 3557
2024
Q3 		$7.63M Buy
324,859
+11,424
+4% +$264K ﹤0.01% 3635
2024
Q2 		$7.03M Buy
313,435
+892
+0.3% +$19.9K ﹤0.01% 3608
2024
Q1 		$7.09M Sell
312,543
-260,693
-45% -$5.92M ﹤0.01% 3620
2023
Q4 		$13.2M Buy
+573,236
New +$12.7M ﹤0.01% 3691

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return