IPW
BAMU icon

Impact Partnership Wealth’s Brookstone Ultra-Short Bond ETF BAMU Stock Holding History

Impact Partnership Wealth’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
Q1 		– Sell
-9,501
Closed -$239K – 269
2024
Q4 		$239K Buy
+9,501
New +$241K 0.05% 247
2024
Q1 		– Sell
-585
Closed -$14.7K – 716
2023
Q4 		$14.7K Buy
+585
New +$14.7K 0.01% 449

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
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CB
Chris Bulman Roseville, California $228M AUM 16.59% 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
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $659M AUM 18.25% 1-Year Est. Return

Impact Partnership Wealth's BAMU Position: Q1 2025 in Review

Impact Partnership Wealth sold out of Brookstone Ultra-Short Bond ETF (BAMU) in Q1 2025, closing a stake of 9,501 shares — an estimated $239K sold.

Impact Partnership Wealth first reported a position in BAMU in Q4 2023 and held it in 2 quarters. The position peaked at $239K in Q4 2024. 8 funds tracked by Wall St. Rank hold BAMU as of Q1 2025.

  • Impact Partnership Wealth reported no remaining Brookstone Ultra-Short Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 9,501 Brookstone Ultra-Short Bond ETF shares in Q1 2025, an estimated $239K.
  • Impact Partnership Wealth first reported a position in Brookstone Ultra-Short Bond ETF in Q4 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Brookstone Ultra-Short Bond ETF position peaked at $239K in Q4 2024.
  • 8 funds tracked by Wall St. Rank held Brookstone Ultra-Short Bond ETF as of Q1 2025.

Based on Impact Partnership Wealth's 13F filing for Q1 2025, filed 5 May 2025.