Morgan Stanley’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

Morgan Stanley’s Portfolio XHLF Stock Details XHLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.8M	Sell	155,058 -85,977	-36%	-$4.32M	﹤0.01%	3903
2026 Q1	$12.1M	Sell	241,035 -24,447	-9%	-$1.23M	﹤0.01%	3401
2025 Q4	$13.3M	Sell	265,482 -88,577	-25%	-$4.46M	﹤0.01%	3335
2025 Q3	$17.9M	Sell	354,059 -3,215	-0.9%	-$162K	﹤0.01%	2990
2025 Q2	$18M	Buy	357,274 +275,096	+335%	+$13.8M	﹤0.01%	2920
2025 Q1	$4.14M	Buy	82,178 +14,975	+22%	+$753K	﹤0.01%	4088
2024 Q4	$3.37M	Buy	67,203 +46,330	+222%	+$2.33M	﹤0.01%	4310
2024 Q3	$1.05M	Buy	20,873 +3,114	+18%	+$157K	﹤0.01%	5016
2024 Q2	$893K	Buy	17,759 +15,492	+683%	+$777K	﹤0.01%	5029
2024 Q1	$114K	Buy	+2,267	New	+$114K	﹤0.01%	5934

Other funds holding XHLF

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

TWM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Morgan Stanley's XHLF Position: Q2 2026 in Review

Morgan Stanley reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 36% in Q2 2026, selling an estimated $4.32M and leaving 155,058 shares worth $7.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3903.

Morgan Stanley first reported a position in XHLF in Q1 2024 and has held it in 10 quarters since. The position peaked at $18M in Q2 2025. 130 funds tracked by Wall St. Rank hold XHLF as of Q2 2026.

Morgan Stanley held 155,058 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $7.8M as of Q2 2026.
Morgan Stanley sold 85,977 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q2 2026, an estimated $4.32M.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3903 holding.
Morgan Stanley first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q1 2024 and has held it in 10 quarters since.
Morgan Stanley's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $18M in Q2 2025.
130 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q2 2026.

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