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Impact Partnership Wealth’s Brookstone Intermediate Bond ETF BAMB Stock Holding History

Impact Partnership Wealth’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
Q1 		– Sell
-469
Closed -$12K – 713
2023
Q4 		$12K Buy
+469
New +$11.8K ﹤0.01% 475

Other funds holding BAMB

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $659M AUM 18.25% 1-Year Est. Return

Impact Partnership Wealth's BAMB Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Brookstone Intermediate Bond ETF (BAMB) in Q1 2024, closing a stake of 469 shares — an estimated $12K sold.

Impact Partnership Wealth first reported a position in BAMB in Q4 2023 and held it in 1 quarter. The position peaked at $12K in Q4 2023. 11 funds tracked by Wall St. Rank hold BAMB as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Brookstone Intermediate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 469 Brookstone Intermediate Bond ETF shares in Q1 2024, an estimated $12K.
  • Impact Partnership Wealth first reported a position in Brookstone Intermediate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Brookstone Intermediate Bond ETF position peaked at $12K in Q4 2023.
  • 11 funds tracked by Wall St. Rank held Brookstone Intermediate Bond ETF as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.