Morgan Stanley
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Morgan Stanley’s Brookstone Ultra-Short Bond ETF BAMU Stock Holding History

Morgan Stanley’s Portfolio BAMU Stock Details BAMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,724
Closed -$170K – 8216
2025
Q3 		$170K Buy
+6,724
New +$170K ﹤0.01% 5948

Other funds holding BAMU

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley's BAMU Position: Q4 2025 in Review

Morgan Stanley sold out of Brookstone Ultra-Short Bond ETF (BAMU) in Q4 2025, closing a stake of 6,724 shares — an estimated $170K sold.

Morgan Stanley first reported a position in BAMU in Q3 2025 and held it in 1 quarter. The position peaked at $170K in Q3 2025. 12 funds tracked by Wall St. Rank hold BAMU as of Q4 2025.

  • Morgan Stanley reported no remaining Brookstone Ultra-Short Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Morgan Stanley sold 6,724 Brookstone Ultra-Short Bond ETF shares in Q4 2025, an estimated $170K.
  • Morgan Stanley first reported a position in Brookstone Ultra-Short Bond ETF in Q3 2025 and held it in 1 quarter.
  • Morgan Stanley's Brookstone Ultra-Short Bond ETF position peaked at $170K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Brookstone Ultra-Short Bond ETF as of Q4 2025.

Based on Morgan Stanley's 13F filing for Q4 2025, filed 13 Feb 2026.