Morgan Stanley’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Morgan Stanley’s Portfolio XTEN Stock Details XTEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33.1K	Hold	727	–	–	﹤0.01%	6643
2026 Q1	$33.3K	Sell	727 -1	-0.1%	-$46	﹤0.01%	6556
2025 Q4	$33.7K	Buy	728 +700	+2,500%	+$32.7K	﹤0.01%	6549
2025 Q3	$1.31K	Buy	28 +1	+4%	+$46	﹤0.01%	7368
2025 Q2	$1.25K	Buy	+27	New	+$1.23K	﹤0.01%	7308
2025 Q1	–	Sell	-2	Closed	-$94	–	8228
2024 Q4	$94	Hold	2	–	–	﹤0.01%	7475
2024 Q3	$127	Buy	2 +1	+100%	+$48	﹤0.01%	7413
2024 Q2	$90	Hold	1	–	–	﹤0.01%	7375
2024 Q1	$70	Sell	1 -648	-100%	-$30.2K	﹤0.01%	7416
2023 Q4	$31K	Buy	+649	New	+$29.2K	﹤0.01%	6318

Other funds holding XTEN

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

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

Morgan Stanley's XTEN Position: Q2 2026 in Review

Morgan Stanley held its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) position steady in Q2 2026 at 727 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6643.

Morgan Stanley first reported a position in XTEN in Q4 2023 and has held it in 10 quarters since. The position peaked at $33.7K in Q4 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Morgan Stanley held 727 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $33.1K as of Q2 2026.
Morgan Stanley left its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF share count unchanged in Q2 2026.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6643 holding.
Morgan Stanley first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Morgan Stanley's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $33.7K in Q4 2025.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

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