UBS Group
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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
Q2 		$4.11K Sell
158
-99
-39% -$2.58K ﹤0.01% 9093
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
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OAG
Oakmont Advisory Group Albuquerque, New Mexico $119M AUM

UBS Group's BAMB Position: Q2 2026 in Review

UBS Group reduced its Brookstone Intermediate Bond ETF (BAMB) stake by 39% in Q2 2026, selling an estimated $2.58K and leaving 158 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #9093.

UBS Group first reported a position in BAMB in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.75K in Q1 2026. 8 funds tracked by Wall St. Rank hold BAMB as of Q2 2026.

  • UBS Group held 158 shares of Brookstone Intermediate Bond ETF worth $4.11K as of Q2 2026.
  • UBS Group sold 99 Brookstone Intermediate Bond ETF shares in Q2 2026, an estimated $2.58K.
  • Brookstone Intermediate Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9093 holding.
  • UBS Group first reported a position in Brookstone Intermediate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • UBS Group's Brookstone Intermediate Bond ETF position peaked at $6.75K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Brookstone Intermediate Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.