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Castleview Partners’s Brookstone Ultra-Short Bond ETF BAMU Stock Holding History

Castleview Partners’s Portfolio BAMU Stock Details BAMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-588
Closed -$14.9K – 583
2024
Q3 		$14.9K Buy
+588
New +$14.9K 0.01% 490

Other funds holding BAMU

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 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 $794M AUM 24.65% 1-Year Est. Return

Castleview Partners's BAMU Position: Q4 2024 in Review

Castleview Partners sold out of Brookstone Ultra-Short Bond ETF (BAMU) in Q4 2024, closing a stake of 588 shares — an estimated $14.9K sold.

Castleview Partners first reported a position in BAMU in Q3 2024 and held it in 1 quarter. The position peaked at $14.9K in Q3 2024. 9 funds tracked by Wall St. Rank hold BAMU as of Q4 2024.

  • Castleview Partners reported no remaining Brookstone Ultra-Short Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Castleview Partners sold 588 Brookstone Ultra-Short Bond ETF shares in Q4 2024, an estimated $14.9K.
  • Castleview Partners first reported a position in Brookstone Ultra-Short Bond ETF in Q3 2024 and held it in 1 quarter.
  • Castleview Partners's Brookstone Ultra-Short Bond ETF position peaked at $14.9K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held Brookstone Ultra-Short Bond ETF as of Q4 2024.

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