Morgan Stanley
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Morgan Stanley’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Morgan Stanley’s Portfolio IMTB Stock Details IMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.18M Buy
118,131
+2,942
+3% +$130K ﹤0.01% 4107
2025
Q4 		$5.09M Buy
115,189
+2,046
+2% +$90.6K ﹤0.01% 4151
2025
Q3 		$5M Sell
113,143
-5,807
-5% -$254K ﹤0.01% 4145
2025
Q2 		$5.19M Sell
118,950
-6,696
-5% -$288K ﹤0.01% 4035
2025
Q1 		$5.45M Buy
125,646
+28,290
+29% +$1.21M ﹤0.01% 3857
2024
Q4 		$4.13M Sell
97,356
-778
-0.8% -$33.6K ﹤0.01% 4160
2024
Q3 		$4.37M Buy
98,134
+16,139
+20% +$707K ﹤0.01% 4057
2024
Q2 		$3.49M Sell
81,995
-196
-0.2% -$8.28K ﹤0.01% 4175
2024
Q1 		$3.53M Sell
82,191
-82,191
-50% -$3.52M ﹤0.01% 4191
2023
Q4 		$7.15M Buy
164,382
+149,486
+1,004% +$6.21M ﹤0.01% 4149
2023
Q3 		$613K Sell
14,896
-2,450
-14% -$104K ﹤0.01% 5075
2023
Q2 		$747K Sell
17,346
-57,786
-77% -$2.51M ﹤0.01% 5007
2023
Q1 		$3.29M Buy
75,132
+54,504
+264% +$2.37M ﹤0.01% 4117
2022
Q4 		$882K Sell
20,628
-46,293
-69% -$1.97M ﹤0.01% 4939
2022
Q3 		$2.83M Buy
66,921
+2,356
+4% +$105K ﹤0.01% 4173
2022
Q2 		$2.89M Buy
64,565
+3,482
+6% +$158K ﹤0.01% 4242
2022
Q1 		$2.89M Sell
61,083
-17,233
-22% -$839K ﹤0.01% 4230
2021
Q4 		$3.95M Buy
78,316
+15,948
+26% +$809K ﹤0.01% 3965
2021
Q3 		$3.19M Sell
62,368
-211
-0.3% -$10.9K ﹤0.01% 4164
2021
Q2 		$3.22M Buy
62,579
+29,230
+88% +$1.5M ﹤0.01% 4223
2021
Q1 		$1.7M Buy
33,349
+1,517
+5% +$78.5K ﹤0.01% 4380
2020
Q4 		$1.67M Sell
31,832
-3,105
-9% -$162K ﹤0.01% 4303
2020
Q3 		$1.83M Sell
34,937
-18,924
-35% -$993K ﹤0.01% 3732
2020
Q2 		$2.81M Buy
53,861
+26,920
+100% +$1.39M ﹤0.01% 3257
2020
Q1 		$1.38M Sell
26,941
-7,542
-22% -$385K ﹤0.01% 3688
2019
Q4 		$1.75M Buy
34,483
+7,658
+29% +$388K ﹤0.01% 4136
2019
Q3 		$1.36M Buy
26,825
+4,259
+19% +$215K ﹤0.01% 4098
2019
Q2 		$1.14M Buy
22,566
+172
+0.8% +$8.52K ﹤0.01% 4155
2019
Q1 		$1.11M Buy
22,394
+20,194
+918% +$982K ﹤0.01% 4035
2018
Q4 		$106K Buy
+2,200
New +$104K ﹤0.01% 5535

Other funds holding IMTB

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley's IMTB Position: Q1 2026 in Review

Morgan Stanley increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 2.6% in Q1 2026, buying an estimated $130K and bringing the position to 118,131 shares worth $5.18M. The position accounts for ﹤0.01% of the portfolio, ranked #4107.

Morgan Stanley first reported a position in IMTB in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.15M in Q4 2023. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

  • Morgan Stanley held 118,131 shares of iShares Core 5-10 Year USD Bond ETF worth $5.18M as of Q1 2026.
  • Morgan Stanley bought 2,942 iShares Core 5-10 Year USD Bond ETF shares in Q1 2026, an estimated $130K.
  • iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4107 holding.
  • Morgan Stanley first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Morgan Stanley's iShares Core 5-10 Year USD Bond ETF position peaked at $7.15M in Q4 2023.
  • 61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

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