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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
Q2 		$455K Buy
17,516
+3,283
+23% +$85.7K 0.02% 680
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 Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OAG
Oakmont Advisory Group Albuquerque, New Mexico $119M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Simplicity Wealth's BAMB Position: Q2 2026 in Review

Simplicity Wealth increased its Brookstone Intermediate Bond ETF (BAMB) stake by 23% in Q2 2026, buying an estimated $85.7K and bringing the position to 17,516 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #680.

Simplicity Wealth first reported a position in BAMB in Q2 2024 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold BAMB as of Q2 2026.

  • Simplicity Wealth held 17,516 shares of Brookstone Intermediate Bond ETF worth $455K as of Q2 2026.
  • Simplicity Wealth bought 3,283 Brookstone Intermediate Bond ETF shares in Q2 2026, an estimated $85.7K.
  • Brookstone Intermediate Bond ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #680 holding.
  • Simplicity Wealth first reported a position in Brookstone Intermediate Bond ETF in Q2 2024 and has held it in 6 quarters since.
  • 8 funds tracked by Wall St. Rank held Brookstone Intermediate Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.