Morgan Stanley
FISR icon

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
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
-2
Closed -$52 – 7871
2023
Q4 		$52 Buy
+2
New +$50 ﹤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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $290M AUM 19.39% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return