11 assets, filed Aug 13, 2026 (FD Original).
BPRAX
BlackRock Inflation Protected Bond Portfolio - Class A · Mutual fund · Morgan Stanley Roth IRA
$1 - $1,000
BLDAX
BlackRock Low Duration Bond Portfolio - Class A · Mutual fund · Morgan Stanley Roth IRA
$1 - $1,000
CASH, BANK DEPOSIT PROGRAM AND MONEY MARKET FUNDS
IRA holding · Morgan Stanley Traditional IRA
$15,001 - $50,000
FirstBank Checking
Bank/brokerage account
$1,001 - $15,000
FirstBank Money Market Savings
Bank/brokerage account
$1 - $1,000
FirstBank Savings
Bank/brokerage account
$1,001 - $15,000
ISHARES RUSSELL MIDCAP G ETF
Exchange-traded fund · Morgan Stanley Traditional IRA
$1,001 - $15,000
JPMORGAN ULTRA-SHORT INCOME
Exchange-traded fund · Morgan Stanley Traditional IRA
$15,001 - $50,000
MWTRX
Metropolitan West Total Return Bond Fund · Mutual fund · Morgan Stanley Roth IRA
$1 - $1,000
PSHAX
PIMCO Fds Short-Term Cl A · Mutual fund · Morgan Stanley Traditional IRA
$1,001 - $15,000
BND
Vanguard Total Bond Market ETF · Exchange-traded fund
$100,000