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Castleview Partners’s Brookstone Intermediate Bond ETF BAMB Stock Holding History

Castleview Partners’s Portfolio BAMB Stock Details BAMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-571
Closed -$15.2K – 582
2024
Q3 		$15.2K Buy
+571
New +$15.1K 0.01% 485

Other funds holding BAMB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $659M AUM 18.25% 1-Year Est. Return

Castleview Partners's BAMB Position: Q4 2024 in Review

Castleview Partners sold out of Brookstone Intermediate Bond ETF (BAMB) in Q4 2024, closing a stake of 571 shares — an estimated $15.2K sold.

Castleview Partners first reported a position in BAMB in Q3 2024 and held it in 1 quarter. The position peaked at $15.2K in Q3 2024. 7 funds tracked by Wall St. Rank hold BAMB as of Q4 2024.

  • Castleview Partners reported no remaining Brookstone Intermediate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Castleview Partners sold 571 Brookstone Intermediate Bond ETF shares in Q4 2024, an estimated $15.2K.
  • Castleview Partners first reported a position in Brookstone Intermediate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Castleview Partners's Brookstone Intermediate Bond ETF position peaked at $15.2K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Brookstone Intermediate Bond ETF as of Q4 2024.

Based on Castleview Partners's 13F filing for Q4 2024, filed 21 Jan 2025.