Morgan Stanley
IBTP

Morgan Stanley’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Morgan Stanley’s Portfolio IBTP Stock Details IBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.67M Buy
183,785
+30,832
+20% +$784K ﹤0.01% 4283
2026
Q1 		$3.92M Sell
152,953
-4,221
-3% -$109K ﹤0.01% 4311
2025
Q4 		$4.06M Buy
+157,174
New +$4.08M ﹤0.01% 4341

Other funds holding IBTP

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley's IBTP Position: Q2 2026 in Review

Morgan Stanley increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 20% in Q2 2026, buying an estimated $784K and bringing the position to 183,785 shares worth $4.67M. The position accounts for ﹤0.01% of the portfolio, ranked #4283.

Morgan Stanley first reported a position in IBTP in Q4 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Morgan Stanley held 183,785 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $4.67M as of Q2 2026.
  • Morgan Stanley bought 30,832 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $784K.
  • iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4283 holding.
  • Morgan Stanley first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

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