Morgan Stanley’s BondBloxx BBB Rated 1-5 Year Corporate Bond ETF BBBS Stock Holding History

Morgan Stanley’s Portfolio BBBS Stock Details BBBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.5K	Hold	49	–	–	﹤0.01%	7361
2026 Q1	$2.51K	Hold	49	–	–	﹤0.01%	7286
2025 Q4	$2.52K	Hold	49	–	–	﹤0.01%	7203
2025 Q3	$2.53K	Hold	49	–	–	﹤0.01%	7261
2025 Q2	$2.52K	Buy	+49	New	+$2.49K	﹤0.01%	7177

Other funds holding BBBS

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SSWM

Strait & Sound Wealth Management San Francisco, California $285M AUM 22.56% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

SAFS

S&A Financial Services Overland Park, Kansas $164M AUM

BFA

Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley's BBBS Position: Q2 2026 in Review

Morgan Stanley held its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) position steady in Q2 2026 at 49 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #7361.

Morgan Stanley first reported a position in BBBS in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.53K in Q3 2025. 30 funds tracked by Wall St. Rank hold BBBS as of Q2 2026.

Morgan Stanley held 49 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $2.5K as of Q2 2026.
Morgan Stanley left its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF share count unchanged in Q2 2026.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7361 holding.
Morgan Stanley first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Morgan Stanley's BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position peaked at $2.53K in Q3 2025.
30 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.