Morgan Stanley’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Morgan Stanley’s Portfolio IGBH Stock Details IGBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.2M	Buy	917,538 +362,630	+65%	+$8.87M	﹤0.01%	2857
2025 Q4	$13.7M	Buy	554,908 +82,110	+17%	+$2.02M	﹤0.01%	3311
2025 Q3	$11.6M	Buy	472,798 +19,212	+4%	+$467K	﹤0.01%	3414
2025 Q2	$10.9M	Sell	453,586 -13,981	-3%	-$332K	﹤0.01%	3353
2025 Q1	$11.2M	Buy	467,567 +187,379	+67%	+$4.57M	﹤0.01%	3233
2024 Q4	$6.81M	Sell	280,188 -164,088	-37%	-$4M	﹤0.01%	3721
2024 Q3	$10.8M	Sell	444,276 -170,826	-28%	-$4.11M	﹤0.01%	3367
2024 Q2	$14.9M	Sell	615,102 -75,429	-11%	-$1.85M	﹤0.01%	2976
2024 Q1	$17M	Sell	690,531 -656,571	-49%	-$16M	﹤0.01%	2872
2023 Q4	$32.6M	Buy	1,347,102 +672,815	+100%	+$16.2M	﹤0.01%	2887
2023 Q3	$16.1M	Buy	674,287 +527,733	+360%	+$12.6M	﹤0.01%	2678
2023 Q2	$3.48M	Buy	146,554 +4,604	+3%	+$108K	﹤0.01%	4033
2023 Q1	$3.32M	Buy	141,950 +17,447	+14%	+$411K	﹤0.01%	4105
2022 Q4	$2.89M	Sell	124,503 -23,177	-16%	-$531K	﹤0.01%	4200
2022 Q3	$3.31M	Buy	147,680 +37,504	+34%	+$866K	﹤0.01%	4025
2022 Q2	$2.54M	Sell	110,176 -7,266	-6%	-$171K	﹤0.01%	4346
2022 Q1	$2.83M	Buy	117,442 +18,318	+18%	+$442K	﹤0.01%	4248
2021 Q4	$2.46M	Buy	99,124 +30,687	+45%	+$773K	﹤0.01%	4411
2021 Q3	$1.72M	Sell	68,437 -467	-0.7%	-$11.8K	﹤0.01%	4680
2021 Q2	$1.75M	Buy	68,904 +67,342	+4,311%	+$1.7M	﹤0.01%	4734
2021 Q1	$40K	Buy	1,562 +186	+14%	+$4.67K	﹤0.01%	6450
2020 Q4	$34K	Buy	+1,376	New	+$33.2K	﹤0.01%	6272
2018 Q2	–	Sell	-128	Closed	-$3K	–	6698
2018 Q1	$3K	Hold	128	–	–	﹤0.01%	6454
2017 Q4	$3K	Buy	+128	New	+$3.33K	﹤0.01%	6398

Other funds holding IGBH

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley's IGBH Position: Q1 2026 in Review

Morgan Stanley increased its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 65% in Q1 2026, buying an estimated $8.87M and bringing the position to 917,538 shares worth $22.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2857.

Morgan Stanley first reported a position in IGBH in Q4 2017 and has held it in 24 quarters since. The position peaked at $32.6M in Q4 2023. 48 funds tracked by Wall St. Rank hold IGBH as of Q1 2026.

Morgan Stanley held 917,538 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $22.2M as of Q1 2026.
Morgan Stanley bought 362,630 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q1 2026, an estimated $8.87M.
iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2857 holding.
Morgan Stanley first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2017 and has held it in 24 quarters since.
Morgan Stanley's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $32.6M in Q4 2023.
48 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.