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 Q2	$20.1M	Buy	885,349 +36,365	+4%	+$827K	﹤0.01%	3093
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	Buy	312,543 +25,925	+9%	+$589K	﹤0.01%	3620
2023 Q4	$6.62M	Buy	+286,618	New	+$6.36M	﹤0.01%	3691

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Morgan Stanley's IBTM Position: Q2 2026 in Review

Morgan Stanley increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 4.3% in Q2 2026, buying an estimated $827K and bringing the position to 885,349 shares worth $20.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3093.

Morgan Stanley first reported a position in IBTM in Q4 2023 and has held it in 11 quarters since. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Morgan Stanley held 885,349 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $20.1M as of Q2 2026.
Morgan Stanley bought 36,365 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $827K.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3093 holding.
Morgan Stanley first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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