Morgan Stanley’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Morgan Stanley’s Portfolio FISR Stock Details FISR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$250K	Sell	9,727 -2,375	-20%	-$60.8K	﹤0.01%	5854
2026 Q1	$311K	Sell	12,102 -2,937	-20%	-$76.1K	﹤0.01%	5685
2025 Q4	$390K	Buy	15,039 +2,317	+18%	+$60.4K	﹤0.01%	5641
2025 Q3	$331K	Buy	+12,722	New	+$328K	﹤0.01%	5685
2025 Q2	–	Sell	-945	Closed	-$24.5K	–	8163
2025 Q1	$24.5K	Sell	945 -13,441	-93%	-$344K	﹤0.01%	6497
2024 Q4	$365K	Buy	14,386 +388	+3%	+$10K	﹤0.01%	5554
2024 Q3	$372K	Buy	+13,998	New	+$366K	﹤0.01%	5533
2024 Q1	–	Sell	-1	Closed	-$26	–	7871
2023 Q4	$26	Buy	+1	New	+$25	﹤0.01%	7652
2022 Q1	–	Sell	-429	Closed	-$13K	–	8007
2021 Q4	$13K	Sell	429 -671	-61%	-$20.9K	﹤0.01%	7374
2021 Q3	$34K	Buy	+1,100	New	+$34.6K	﹤0.01%	6888

Other funds holding FISR

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RCM

Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HWP

Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Morgan Stanley's FISR Position: Q2 2026 in Review

Morgan Stanley reduced its State Street Fixed Income Sector Rotation ETF (FISR) stake by 20% in Q2 2026, selling an estimated $60.8K and leaving 9,727 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #5854.

Morgan Stanley first reported a position in FISR in Q3 2021 and has held it in 10 quarters since. The position peaked at $390K in Q4 2025. 71 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

Morgan Stanley held 9,727 shares of State Street Fixed Income Sector Rotation ETF worth $250K as of Q2 2026.
Morgan Stanley sold 2,375 State Street Fixed Income Sector Rotation ETF shares in Q2 2026, an estimated $60.8K.
State Street Fixed Income Sector Rotation ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5854 holding.
Morgan Stanley first reported a position in State Street Fixed Income Sector Rotation ETF in Q3 2021 and has held it in 10 quarters since.
Morgan Stanley's State Street Fixed Income Sector Rotation ETF position peaked at $390K in Q4 2025.
71 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

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