Morgan Stanley’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Morgan Stanley’s Portfolio BSJT Stock Details BSJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.1M	Buy	476,655 +61,536	+15%	+$1.3M	﹤0.01%	3677
2026 Q1	$8.73M	Buy	415,119 +27,506	+7%	+$587K	﹤0.01%	3675
2025 Q4	$8.34M	Buy	387,613 +40,735	+12%	+$875K	﹤0.01%	3757
2025 Q3	$7.48M	Buy	346,878 +11,719	+3%	+$252K	﹤0.01%	3805
2025 Q2	$7.21M	Buy	335,159 +19,381	+6%	+$408K	﹤0.01%	3750
2025 Q1	$6.66M	Buy	315,778 +42,723	+16%	+$917K	﹤0.01%	3683
2024 Q4	$5.84M	Buy	273,055 +98,815	+57%	+$2.14M	﹤0.01%	3870
2024 Q3	$3.81M	Buy	174,240 +55,117	+46%	+$1.19M	﹤0.01%	4175
2024 Q2	$2.5M	Buy	119,123 +25,814	+28%	+$543K	﹤0.01%	4410
2024 Q1	$1.98M	Buy	93,309 +26,091	+39%	+$551K	﹤0.01%	4581
2023 Q4	$1.42M	Buy	67,218 +65,484	+3,776%	+$1.32M	﹤0.01%	4741
2023 Q3	$34.5K	Buy	1,734 +700	+68%	+$14.2K	﹤0.01%	6312
2023 Q2	$21K	Hold	1,034	–	–	﹤0.01%	6550
2023 Q1	$21.2K	Buy	1,034 +159	+18%	+$3.24K	﹤0.01%	6608
2022 Q4	$17.4K	Hold	875	–	–	﹤0.01%	6736
2022 Q3	$17K	Buy	+875	New	+$18.1K	﹤0.01%	6850

Other funds holding BSJT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Morgan Stanley's BSJT Position: Q2 2026 in Review

Morgan Stanley increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 15% in Q2 2026, buying an estimated $1.3M and bringing the position to 476,655 shares worth $10.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3677.

Morgan Stanley first reported a position in BSJT in Q3 2022 and has held it in 16 quarters since. 117 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

Morgan Stanley held 476,655 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $10.1M as of Q2 2026.
Morgan Stanley bought 61,536 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.3M.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3677 holding.
Morgan Stanley first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

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