Morgan Stanley’s Invesco Investment Grade Defensive ETF IIGD Stock Holding History

Morgan Stanley’s Portfolio IIGD Stock Details IIGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$87	Sell	3 -676	-100%	-$16.6K	﹤0.01%	7975
2026 Q1	$16.7K	Buy	679 +6	+0.9%	+$149	﹤0.01%	6792
2025 Q4	$16.7K	Buy	673 +6	+0.9%	+$149	﹤0.01%	6749
2025 Q3	$16.6K	Buy	667 +6	+0.9%	+$148	﹤0.01%	6752
2025 Q2	$16.3K	Buy	661 +6	+0.9%	+$147	﹤0.01%	6710
2025 Q1	$16K	Buy	655 +6	+0.9%	+$146	﹤0.01%	6644
2024 Q4	$15.7K	Buy	649 +4	+0.6%	+$98	﹤0.01%	6646
2024 Q3	$16K	Sell	645 -2	-0.3%	-$49	﹤0.01%	6574
2024 Q2	$15.5K	Buy	+647	New	+$15.5K	﹤0.01%	6539
2023 Q3	–	Sell	-1	Closed	-$24	–	7657
2023 Q2	$24	Hold	1	–	–	﹤0.01%	7579
2023 Q1	$24	Hold	1	–	–	﹤0.01%	7632
2022 Q4	$24	Hold	1	–	–	﹤0.01%	7760
2022 Q3	$0	Hold	1	–	–	﹤0.01%	7788
2022 Q2	$0	Buy	+1	New	+$24	﹤0.01%	7882

Other funds holding IIGD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

CWAF

Core Wealth Advisors (Florida) Lakeland, Florida $497M AUM 20.85% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley's IIGD Position: Q2 2026 in Review

Morgan Stanley reduced its Invesco Investment Grade Defensive ETF (IIGD) stake by 100% in Q2 2026, selling an estimated $16.6K and leaving 3 shares worth $87. The position accounts for ﹤0.01% of the portfolio, ranked #7975.

Morgan Stanley first reported a position in IIGD in Q2 2022 and has held it in 14 quarters since. The position peaked at $16.7K in Q4 2025. 20 funds tracked by Wall St. Rank hold IIGD as of Q2 2026.

Morgan Stanley held 3 shares of Invesco Investment Grade Defensive ETF worth $87 as of Q2 2026.
Morgan Stanley sold 676 Invesco Investment Grade Defensive ETF shares in Q2 2026, an estimated $16.6K.
Invesco Investment Grade Defensive ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7975 holding.
Morgan Stanley first reported a position in Invesco Investment Grade Defensive ETF in Q2 2022 and has held it in 14 quarters since.
Morgan Stanley's Invesco Investment Grade Defensive ETF position peaked at $16.7K in Q4 2025.
20 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q2 2026.

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