Morgan Stanley’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Morgan Stanley’s Portfolio XONE Stock Details XONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.08M	Sell	183,354 -59,756	-25%	-$2.96M	﹤0.01%	3648
2025 Q4	$12M	Sell	243,110 -107,174	-31%	-$5.32M	﹤0.01%	3442
2025 Q3	$17.4M	Sell	350,284 -34,389	-9%	-$1.7M	﹤0.01%	3009
2025 Q2	$19.1M	Buy	384,673 +126,454	+49%	+$6.27M	﹤0.01%	2857
2025 Q1	$12.8M	Buy	258,219 +172,174	+200%	+$8.54M	﹤0.01%	3111
2024 Q4	$4.26M	Buy	86,045 +20,165	+31%	+$1M	﹤0.01%	4132
2024 Q3	$3.29M	Buy	65,880 +37,078	+129%	+$1.84M	﹤0.01%	4291
2024 Q2	$1.43M	Buy	28,802 +28,801	+2,880,100%	+$1.42M	﹤0.01%	4773
2024 Q1	$65	Buy	+1	New	+$50	﹤0.01%	7432

Other funds holding XONE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

TWM

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

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

NRG

Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Morgan Stanley's XONE Position: Q1 2026 in Review

Morgan Stanley reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 25% in Q1 2026, selling an estimated $2.96M and leaving 183,354 shares worth $9.08M. The position accounts for ﹤0.01% of the portfolio, ranked #3648.

Morgan Stanley first reported a position in XONE in Q1 2024 and has held it in 9 quarters since. The position peaked at $19.1M in Q2 2025. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

Morgan Stanley held 183,354 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $9.08M as of Q1 2026.
Morgan Stanley sold 59,756 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $2.96M.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3648 holding.
Morgan Stanley first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2024 and has held it in 9 quarters since.
Morgan Stanley's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $19.1M in Q2 2025.
98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.