SW
BAMB icon

Simplicity Wealth’s Brookstone Intermediate Bond ETF BAMB Stock Holding History

Simplicity 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
2026
Q1 		$374K Sell
14,233
-539
-4% -$14.2K 0.02% 531
2025
Q4 		$390K Sell
14,772
-1,989
-12% -$52.9K 0.02% 488
2025
Q3 		$444K Buy
+16,761
New +$442K 0.03% 470
2024
Q4 		– Sell
-13,027
Closed -$347K – 344
2024
Q3 		$347K Sell
13,027
-310
-2% -$8.17K 0.03% 370
2024
Q2 		$342K Buy
+13,337
New +$341K 0.01% 906

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 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

Simplicity Wealth's BAMB Position: Q1 2026 in Review

Simplicity Wealth reduced its Brookstone Intermediate Bond ETF (BAMB) stake by 3.6% in Q1 2026, selling an estimated $14.2K and leaving 14,233 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #531.

Simplicity Wealth first reported a position in BAMB in Q2 2024 and has held it in 5 quarters since. The position peaked at $444K in Q3 2025. 7 funds tracked by Wall St. Rank hold BAMB as of Q1 2026.

  • Simplicity Wealth held 14,233 shares of Brookstone Intermediate Bond ETF worth $374K as of Q1 2026.
  • Simplicity Wealth sold 539 Brookstone Intermediate Bond ETF shares in Q1 2026, an estimated $14.2K.
  • Brookstone Intermediate Bond ETF made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #531 holding.
  • Simplicity Wealth first reported a position in Brookstone Intermediate Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's Brookstone Intermediate Bond ETF position peaked at $444K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Brookstone Intermediate Bond ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.