Citadel Advisors
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Citadel Advisors’s Brookstone Ultra-Short Bond ETF BAMU Stock Holding History

Citadel Advisors’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
Q3 		– Sell
-19,682
Closed -$498K – 12740
2025
Q2 		$498K Buy
+19,682
New +$498K ﹤0.01% 8647
2025
Q1 		– Sell
-12,145
Closed -$305K – 14456
2024
Q4 		$305K Buy
12,145
+3,227
+36% +$81.8K ﹤0.01% 9618
2024
Q3 		$226K Buy
+8,918
New +$226K ﹤0.01% 9902
2024
Q1 		– Sell
-19,139
Closed -$481K – 14544
2023
Q4 		$481K Buy
+19,139
New +$482K ﹤0.01% 8209

Other funds holding BAMU

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors's BAMU Position: Q3 2025 in Review

Citadel Advisors sold out of Brookstone Ultra-Short Bond ETF (BAMU) in Q3 2025, closing a stake of 19,682 shares — an estimated $498K sold.

Citadel Advisors first reported a position in BAMU in Q4 2023 and held it in 4 quarters. The position peaked at $498K in Q2 2025. 8 funds tracked by Wall St. Rank hold BAMU as of Q3 2025.

  • Citadel Advisors reported no remaining Brookstone Ultra-Short Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Citadel Advisors sold 19,682 Brookstone Ultra-Short Bond ETF shares in Q3 2025, an estimated $498K.
  • Citadel Advisors first reported a position in Brookstone Ultra-Short Bond ETF in Q4 2023 and held it in 4 quarters.
  • Citadel Advisors's Brookstone Ultra-Short Bond ETF position peaked at $498K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Brookstone Ultra-Short Bond ETF as of Q3 2025.

Based on Citadel Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.