Harbour Investments’s Brookstone Ultra-Short Bond ETF BAMU Stock Holding History

Harbour Investments’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
2026 Q1	$117K	Buy	4,620 +3,597	+352%	+$90.6K	﹤0.01%	1843
2025 Q4	$25.7K	Hold	1,023	–	–	﹤0.01%	2309
2025 Q3	$25.9K	Sell	1,023 -186	-15%	-$4.71K	﹤0.01%	2218
2025 Q2	$30.6K	Buy	+1,209	New	+$30.6K	﹤0.01%	2036

Other funds holding BAMU

BCM

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

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 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

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

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

Harbour Investments's BAMU Position: Q1 2026 in Review

Harbour Investments increased its Brookstone Ultra-Short Bond ETF (BAMU) stake by 352% in Q1 2026, buying an estimated $90.6K and bringing the position to 4,620 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Harbour Investments first reported a position in BAMU in Q2 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold BAMU as of Q1 2026.

Harbour Investments held 4,620 shares of Brookstone Ultra-Short Bond ETF worth $117K as of Q1 2026.
Harbour Investments bought 3,597 Brookstone Ultra-Short Bond ETF shares in Q1 2026, an estimated $90.6K.
Brookstone Ultra-Short Bond ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1843 holding.
Harbour Investments first reported a position in Brookstone Ultra-Short Bond ETF in Q2 2025 and has held it in 4 quarters since.
7 funds tracked by Wall St. Rank held Brookstone Ultra-Short Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.