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 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 $377B AUM 19.32% 1-Year Est. Return

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

CWAF

Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Morgan Stanley's IIGD Position: Q1 2026 in Review

Morgan Stanley increased its Invesco Investment Grade Defensive ETF (IIGD) stake by 0.89% in Q1 2026, buying an estimated $149 and bringing the position to 679 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6792.

Morgan Stanley first reported a position in IIGD in Q2 2022 and has held it in 13 quarters since. The position peaked at $16.7K in Q4 2025. 18 funds tracked by Wall St. Rank hold IIGD as of Q1 2026.

Morgan Stanley held 679 shares of Invesco Investment Grade Defensive ETF worth $16.7K as of Q1 2026.
Morgan Stanley bought 6 Invesco Investment Grade Defensive ETF shares in Q1 2026, an estimated $149.
Invesco Investment Grade Defensive ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6792 holding.
Morgan Stanley first reported a position in Invesco Investment Grade Defensive ETF in Q2 2022 and has held it in 13 quarters since.
Morgan Stanley's Invesco Investment Grade Defensive ETF position peaked at $16.7K in Q4 2025.
18 funds tracked by Wall St. Rank held Invesco Investment Grade Defensive ETF as of Q1 2026.

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