Morgan Stanley
XFIV icon

Morgan Stanley’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Morgan Stanley’s Portfolio XFIV Stock Details XFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.1K Buy
679
+563
+485% +$27.5K ﹤0.01% 6644
2026
Q1 		$5.7K Buy
116
+50
+76% +$2.47K ﹤0.01% 7104
2025
Q4 		$3.27K Hold
66
– – ﹤0.01% 7147
2025
Q3 		$3.27K Sell
66
-1
-1% -$49 ﹤0.01% 7197
2025
Q2 		$3.34K Buy
67
+66
+6,600% +$3.23K ﹤0.01% 7132
2025
Q1 		$75 Buy
+1
New +$48 ﹤0.01% 7624
2024
Q4 		– Sell
-1
Closed -$60 – 8110
2024
Q3 		$60 Hold
1
– – ﹤0.01% 7529
2024
Q2 		$74 Hold
1
– – ﹤0.01% 7408
2024
Q1 		$67 Hold
1
– – ﹤0.01% 7426
2023
Q4 		$52 Buy
+1
New +$48 ﹤0.01% 7462

Other funds holding XFIV

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley's XFIV Position: Q2 2026 in Review

Morgan Stanley increased its BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) stake by 485% in Q2 2026, buying an estimated $27.5K and bringing the position to 679 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6644.

Morgan Stanley first reported a position in XFIV in Q4 2023 and has held it in 10 quarters since. 60 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • Morgan Stanley held 679 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $33.1K as of Q2 2026.
  • Morgan Stanley bought 563 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $27.5K.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6644 holding.
  • Morgan Stanley first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
  • 60 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

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