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Winnow Wealth’s Brookstone Intermediate Bond ETF BAMB Stock Holding History

Winnow Wealth’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
Q1 		– Sell
-208
Closed -$5.3K – 633
2024
Q4 		$5.3K Buy
+208
New +$5.41K 0.01% 207

Other funds holding BAMB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $659M AUM 18.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winnow Wealth's BAMB Position: Q1 2025 in Review

Winnow Wealth sold out of Brookstone Intermediate Bond ETF (BAMB) in Q1 2025, closing a stake of 208 shares — an estimated $5.3K sold.

Winnow Wealth first reported a position in BAMB in Q4 2024 and held it in 1 quarter. The position peaked at $5.3K in Q4 2024. 8 funds tracked by Wall St. Rank hold BAMB as of Q1 2025.

  • Winnow Wealth reported no remaining Brookstone Intermediate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Winnow Wealth sold 208 Brookstone Intermediate Bond ETF shares in Q1 2025, an estimated $5.3K.
  • Winnow Wealth first reported a position in Brookstone Intermediate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Winnow Wealth's Brookstone Intermediate Bond ETF position peaked at $5.3K in Q4 2024.
  • 8 funds tracked by Wall St. Rank held Brookstone Intermediate Bond ETF as of Q1 2025.

Based on Winnow Wealth's 13F filing for Q1 2025, filed 26 Aug 2025.