Morgan Stanley
IBTO icon

Morgan Stanley’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Morgan Stanley’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.4M Buy
1,053,283
+64,487
+7% +$1.56M ﹤0.01% 2881
2026
Q1 		$24.1M Buy
988,796
+65,707
+7% +$1.61M ﹤0.01% 2779
2025
Q4 		$22.7M Buy
923,089
+59,411
+7% +$1.47M ﹤0.01% 2819
2025
Q3 		$21.3M Buy
863,678
+255,122
+42% +$6.24M ﹤0.01% 2832
2025
Q2 		$14.9M Buy
608,556
+271,974
+81% +$6.58M ﹤0.01% 3086
2025
Q1 		$8.21M Buy
336,582
+42,962
+15% +$1.03M ﹤0.01% 3526
2024
Q4 		$6.94M Buy
293,620
+1,211
+0.4% +$29.3K ﹤0.01% 3710
2024
Q3 		$7.34M Buy
292,409
+9,040
+3% +$224K ﹤0.01% 3663
2024
Q2 		$6.8M Buy
283,369
+730
+0.3% +$17.4K ﹤0.01% 3642
2024
Q1 		$6.87M Sell
282,639
-234,743
-45% -$5.72M ﹤0.01% 3652
2023
Q4 		$12.9M Buy
+517,382
New +$12.3M ﹤0.01% 3716

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley's IBTO Position: Q2 2026 in Review

Morgan Stanley increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 6.5% in Q2 2026, buying an estimated $1.56M and bringing the position to 1,053,283 shares worth $25.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2881.

Morgan Stanley first reported a position in IBTO in Q4 2023 and has held it in 11 quarters since. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Morgan Stanley held 1,053,283 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $25.4M as of Q2 2026.
  • Morgan Stanley bought 64,487 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $1.56M.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2881 holding.
  • Morgan Stanley first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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