BAMB

Brookstone$25.25-0.02 (-0.08%)
AUM $55.6MER 0.95%NAV $25.28Holdings 8

Price Chart

Key Statistics

Previous Close

$25.27

Day Range

$25.23$25.30

52-Week Range

$25.25$26.88

Avg Volume

7.1K

Dividend Yield

2.83%

Expense Ratio

0.95%

AUM

$55.6M

Shares Outstanding

2.3M

ETF Grades

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Sector Breakdown

SectorWeight %
Financial Services99.10%
Cash & Others0.90%

Country Allocation

CountryWeight %
United States99.02%
Other0.98%

Fund Information

Inception Date
Sep 27, 2023
Exchange
BATS
Description
The Fund is an actively managed ETF that, under normal circumstances, invests at least 80% of its net assets in U.S. Treasuries and investment grade corporate bonds with a 0-10 year maturity range.

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The Brookstone Intermediate Bond ETF (BAMB) is an exchange-traded fund issued by Brookstone that launched on Sep 27, 2023. It currently manages $55.6M in assets under management. The fund charges an expense ratio of 0.95%. The fund holds 8 securities in its portfolio. It falls under the Financial Services category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1IEIiShares 3-7 Year Treasury Bond ETF USD Class19.97%96,766$11.1M
2SCHRSchwab Intermediate-Term U.S. Treasury ETF19.87%459,856$11.1M
3IEFiShares 7-10 Year Treasury Bond ETF USD Class19.65%119,829$10.9M
4IBTLiShares iBonds Dec 2031 Term Treasury ETF13.26%374,590$7.4M
5IBTMiShares iBonds Dec 2032 Term Treasury ETF13.21%333,093$7.3M
6IBTOiShares iBonds Dec 2033 Term Treasury ETF13.13%312,676$7.3M
7BBH SWEEP VEHICLE0.98%547,143$547K
8Receivables/Payables-0.08%-45,912$-45912

Detailed Returns

PeriodReturnETF
1D
-0.08%
1W
-1.02%
1M
-2.58%
3M
-2.72%
6M
-4.32%
YTD
-4.43%
1Y
-5.18%
3Y
+1.06%
5Y
+1.06%

Moving Averages

20-Day MA

$25.66

Below 20-Day MA
50-Day MA

$25.78

Below 50-Day MA
200-Day MA

$26.18

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$26.88

Current Price

$25.25

52-Week Low

$25.25

$25.25$26.88

Current Yield

2.83%

Annual Dividend

$0.5699

Frequency

Irregularx/year

Last Ex-Date

May 28, 2026

Dividend History

Ex-DateAmountPay Date
May 28, 2026$0.1895Jun 4, 2026
Feb 27, 2026$0.0465Mar 6, 2026
Dec 26, 2025$0.1433Jan 2, 2026
Nov 28, 2025$0.1906Dec 5, 2025
Aug 29, 2025$0.1944Sep 8, 2025
May 28, 2025$0.1754Jun 4, 2025
Feb 28, 2025$0.0478Mar 7, 2025
Dec 27, 2024$0.1418Jan 3, 2025
Nov 29, 2024$0.1793Dec 6, 2024
Aug 30, 2024$0.1813Sep 9, 2024
May 31, 2024$0.1982Jun 7, 2024
Feb 28, 2024$0.0404Mar 7, 2024
Dec 26, 2023$0.1735Jan 2, 2024
Nov 29, 2023$0.0119Dec 7, 2023

Dividend Payments Over Time

Category Comparison

MetricBAMBFinancial Services(845 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio0.95%0.64%0.81%
AUM$55.6M$3.31B$380.4M
Dividend Yield2.83%4.74%6.78%
Avg Volume7.1K728.2K108.4K
Holdings826185
Performance
1-Month Return-2.40%-0.85%-1.30%
6-Month Return-4.05%+3.84%+0.97%
YTD Return-4.25%+8.72%+5.11%
1-Year Return-4.82%+7.81%+4.32%

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