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Mascoma Wealth Management’s Brookstone Intermediate Bond ETF BAMB Stock Holding History

Mascoma Wealth Management’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
Q3 		– Sell
-244
Closed -$6.26K – 461
2024
Q2 		$6.26K Buy
+244
New +$6.24K ﹤0.01% 388

Other funds holding BAMB

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Castleview Partners
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
TS Financial Group (TSFG)
TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return

Mascoma Wealth Management's BAMB Position: Q3 2024 in Review

Mascoma Wealth Management sold out of Brookstone Intermediate Bond ETF (BAMB) in Q3 2024, closing a stake of 244 shares — an estimated $6.26K sold.

Mascoma Wealth Management first reported a position in BAMB in Q2 2024 and held it in 1 quarter. The position peaked at $6.26K in Q2 2024. 9 funds tracked by Wall St. Rank hold BAMB as of Q3 2024.

  • Mascoma Wealth Management reported no remaining Brookstone Intermediate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 244 Brookstone Intermediate Bond ETF shares in Q3 2024, an estimated $6.26K.
  • Mascoma Wealth Management first reported a position in Brookstone Intermediate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Mascoma Wealth Management's Brookstone Intermediate Bond ETF position peaked at $6.26K in Q2 2024.
  • 9 funds tracked by Wall St. Rank held Brookstone Intermediate Bond ETF as of Q3 2024.

Based on Mascoma Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.