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Triad Wealth Partners’s Brookstone Intermediate Bond ETF BAMB Stock Holding History

Triad Wealth Partners’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
2025
Q3 		– Sell
-16,561
Closed -$437K – 370
2025
Q2 		$437K Buy
16,561
+4,455
+37% +$116K 0.09% 171
2025
Q1 		$317K Buy
+12,106
New +$312K 0.1% 153
2024
Q3 		– Sell
-3,387
Closed -$86.9K – 129
2024
Q2 		$86.9K Buy
+3,387
New +$86.6K 0.05% 166

Other funds holding BAMB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Triad Wealth Partners's BAMB Position: Q3 2025 in Review

Triad Wealth Partners sold out of Brookstone Intermediate Bond ETF (BAMB) in Q3 2025, closing a stake of 16,561 shares — an estimated $437K sold.

Triad Wealth Partners first reported a position in BAMB in Q2 2024 and held it in 3 quarters. The position peaked at $437K in Q2 2025. 8 funds tracked by Wall St. Rank hold BAMB as of Q3 2025.

  • Triad Wealth Partners reported no remaining Brookstone Intermediate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Triad Wealth Partners sold 16,561 Brookstone Intermediate Bond ETF shares in Q3 2025, an estimated $437K.
  • Triad Wealth Partners first reported a position in Brookstone Intermediate Bond ETF in Q2 2024 and held it in 3 quarters.
  • Triad Wealth Partners's Brookstone Intermediate Bond ETF position peaked at $437K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Brookstone Intermediate Bond ETF as of Q3 2025.

Based on Triad Wealth Partners's 13F filing for Q3 2025, filed 30 Oct 2025.