Morgan Stanley
IBTQ

Morgan Stanley’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

Morgan Stanley’s Portfolio IBTQ Stock Details IBTQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.04M Sell
200,933
-34,752
-15% -$872K ﹤0.01% 4223
2026
Q1 		$5.96M Buy
235,685
+233,155
+9,216% +$5.94M ﹤0.01% 4006
2025
Q4 		$64.5K Buy
+2,530
New +$64.8K ﹤0.01% 6360

Other funds holding IBTQ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
AWP
Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley's IBTQ Position: Q2 2026 in Review

Morgan Stanley reduced its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) stake by 15% in Q2 2026, selling an estimated $872K and leaving 200,933 shares worth $5.04M. The position accounts for ﹤0.01% of the portfolio, ranked #4223.

Morgan Stanley first reported a position in IBTQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.96M in Q1 2026. 47 funds tracked by Wall St. Rank hold IBTQ as of Q2 2026.

  • Morgan Stanley held 200,933 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $5.04M as of Q2 2026.
  • Morgan Stanley sold 34,752 iShares iBonds Dec 2035 Term Treasury ETF shares in Q2 2026, an estimated $872K.
  • iShares iBonds Dec 2035 Term Treasury ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4223 holding.
  • Morgan Stanley first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Morgan Stanley's iShares iBonds Dec 2035 Term Treasury ETF position peaked at $5.96M in Q1 2026.
  • 47 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q2 2026.

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