Morgan Stanley’s BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF XTWY Stock Holding History

Morgan Stanley’s Portfolio XTWY Stock Details XTWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1	Closed	-$74	–	8491
2025 Q3	$74	Hold	1	–	–	﹤0.01%	7742
2025 Q2	$57	Hold	1	–	–	﹤0.01%	7743
2025 Q1	$48	Buy	+1	New	+$39	﹤0.01%	7736
2024 Q2	–	Sell	-1	Closed	-$56	–	7971
2024 Q1	$56	Buy	+1	New	+$42	﹤0.01%	7464

Other funds holding XTWY

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

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

DAC

Dutch Asset Corp Selkirk, New York $149M AUM

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

SFB

STAR Financial Bank Fort Wayne, Indiana $245M AUM 17.36% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Morgan Stanley's XTWY Position: Q4 2025 in Review

Morgan Stanley sold out of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) in Q4 2025, closing a stake of 1 share — an estimated $74 sold.

Morgan Stanley first reported a position in XTWY in Q1 2024 and held it in 4 quarters. The position peaked at $74 in Q3 2025. 22 funds tracked by Wall St. Rank hold XTWY as of Q4 2025.

Morgan Stanley reported no remaining BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Morgan Stanley sold 1 BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF share in Q4 2025, an estimated $74.
Morgan Stanley first reported a position in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF in Q1 2024 and held it in 4 quarters.
Morgan Stanley's BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF position peaked at $74 in Q3 2025.
22 funds tracked by Wall St. Rank held BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF as of Q4 2025.

Based on Morgan Stanley's 13F filing for Q4 2025, filed 13 Feb 2026.