Chris Bulman’s Brookstone Ultra-Short Bond ETF BAMU Stock Holding History

Chris Bulman’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
2025 Q2	–	Sell	-7,994	Closed	-$202K	–	121
2025 Q1	$202K	Buy	+7,994	New	+$202K	0.13%	118
2024 Q3	–	Sell	-8,208	Closed	-$207K	–	137
2024 Q2	$207K	Buy	+8,208	New	+$208K	0.14%	94

Other funds holding BAMU

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Chris Bulman's BAMU Position: Q2 2025 in Review

Chris Bulman sold out of Brookstone Ultra-Short Bond ETF (BAMU) in Q2 2025, closing a stake of 7,994 shares — an estimated $202K sold.

Chris Bulman first reported a position in BAMU in Q2 2024 and held it in 2 quarters. The position peaked at $207K in Q2 2024. 9 funds tracked by Wall St. Rank hold BAMU as of Q2 2025.

Chris Bulman reported no remaining Brookstone Ultra-Short Bond ETF position as of Q2 2025 after selling out during the quarter.
Chris Bulman sold 7,994 Brookstone Ultra-Short Bond ETF shares in Q2 2025, an estimated $202K.
Chris Bulman first reported a position in Brookstone Ultra-Short Bond ETF in Q2 2024 and held it in 2 quarters.
Chris Bulman's Brookstone Ultra-Short Bond ETF position peaked at $207K in Q2 2024.
9 funds tracked by Wall St. Rank held Brookstone Ultra-Short Bond ETF as of Q2 2025.

Based on Chris Bulman's 13F filing for Q2 2025, filed 14 Jul 2025.