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

Brookstone Capital Management Wheaton, Illinois $10B AUM 23.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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.