Morgan Stanley
LDRC

Morgan Stanley’s iShares iBonds 1-5 Year Corporate Ladder ETF LDRC Stock Holding History

Morgan Stanley’s Portfolio LDRC Stock Details LDRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.6K Hold
895
– – ﹤0.01% 6676
2025
Q4 		$22.7K Buy
+895
New +$22.7K ﹤0.01% 6656

Other funds holding LDRC

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley's LDRC Position: Q1 2026 in Review

Morgan Stanley held its iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) position steady in Q1 2026 at 895 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #6676.

Morgan Stanley first reported a position in LDRC in Q4 2025 and has held it in 2 quarters since. The position peaked at $22.7K in Q4 2025. 14 funds tracked by Wall St. Rank hold LDRC as of Q1 2026.

  • Morgan Stanley held 895 shares of iShares iBonds 1-5 Year Corporate Ladder ETF worth $22.6K as of Q1 2026.
  • Morgan Stanley left its iShares iBonds 1-5 Year Corporate Ladder ETF share count unchanged in Q1 2026.
  • iShares iBonds 1-5 Year Corporate Ladder ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6676 holding.
  • Morgan Stanley first reported a position in iShares iBonds 1-5 Year Corporate Ladder ETF in Q4 2025 and has held it in 2 quarters since.
  • Morgan Stanley's iShares iBonds 1-5 Year Corporate Ladder ETF position peaked at $22.7K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Corporate Ladder ETF as of Q1 2026.

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