Triad Wealth Partners’s Brookstone Ultra-Short Bond ETF BAMU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$477K	Buy	18,850 +4,708	+33%	+$119K	0.1%	161
2025 Q1	$358K	Buy	+14,142	New	+$358K	0.11%	136
2024 Q3	–	Sell	-3,415	Closed	-$86.3K	–	132
2024 Q2	$86.3K	Buy	+3,415	New	+$86.3K	0.05%	167