UBS Group’s Brookstone Intermediate Bond ETF BAMB Stock Holding History

UBS Group’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 Q1	$6.75K	Buy	257 +169	+192%	+$4.46K	﹤0.01%	8661
2025 Q4	$2.32K	Buy	88 +24	+38%	+$639	﹤0.01%	9330
2025 Q3	$1.7K	Buy	64 +47	+276%	+$1.24K	﹤0.01%	9294
2025 Q2	$448	Sell	17 -25	-60%	-$653	﹤0.01%	9825
2025 Q1	$1.1K	Sell	42 -76	-64%	-$1.96K	﹤0.01%	9575
2024 Q4	$3.02K	Buy	+118	New	+$3.07K	﹤0.01%	8951
2024 Q3	–	Sell	-114	Closed	-$2.93K	–	9498
2024 Q2	$2.93K	Sell	114 -5	-4%	-$128	﹤0.01%	8281
2024 Q1	$3.04K	Buy	119 +59	+98%	+$1.5K	﹤0.01%	7780
2023 Q4	$1.53K	Buy	+60	New	+$1.51K	﹤0.01%	8283

Other funds holding BAMB

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's BAMB Position: Q1 2026 in Review

UBS Group increased its Brookstone Intermediate Bond ETF (BAMB) stake by 192% in Q1 2026, buying an estimated $4.46K and bringing the position to 257 shares worth $6.75K. The position accounts for ﹤0.01% of the portfolio, ranked #8661.

UBS Group first reported a position in BAMB in Q4 2023 and has held it in 9 quarters since. 7 funds tracked by Wall St. Rank hold BAMB as of Q1 2026.

UBS Group held 257 shares of Brookstone Intermediate Bond ETF worth $6.75K as of Q1 2026.
UBS Group bought 169 Brookstone Intermediate Bond ETF shares in Q1 2026, an estimated $4.46K.
Brookstone Intermediate Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8661 holding.
UBS Group first reported a position in Brookstone Intermediate Bond ETF in Q4 2023 and has held it in 9 quarters since.
7 funds tracked by Wall St. Rank held Brookstone Intermediate Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.