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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$437K Buy
16,561
+4,455
+37% +$117K 0.09% 171
2025
Q1
$317K Buy
+12,106
New +$317K 0.1% 153
2024
Q3
Sell
-3,387
Closed -$86.9K 129
2024
Q2
$86.9K Buy
+3,387
New +$86.9K 0.05% 166