BAMBBrookstone Intermediate Bond ETF
Seeks to provide current income.
By Brookstone Asset Management · Launched 2023
Annual Cost
1.03%
#5,457 of 6,040 · expensive
Fund Size
$56M
#3,643 of 6,040 · mid-size
Return (1Y)
-2.5%
Track Record
2 years
#3,127 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$9,777-2.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 7 holdings = 100.3% of funddiversified through underlying funds
iShares Trust
19.9%
iShares Trust
19.8%
Schwab Strategic Trust
19.8%
iShares Trust
13.3%
iShares Trust
13.3%
iShares Trust
13.2%
BBH SWEEP VEHICLE
1.0%
Asset allocation
Bonds
97.9%
Cash
2.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
3.7%Low
Year-on-year price swings
Max drawdown
-4.6%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Duration
3.7 years
Avg maturity
9.6 years
Credit ratings
US Government
97.9%
AAA
0.0%
AA
100.0%
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to provide current income.
- Strategy
- Actively manages a portfolio primarily invested in U.S. Treasuries and investment grade corporate bonds with a 0-10 year maturity range to achieve current income. The Fund invests at least 80% of its net assets in these fixed income instruments, adjusting duration based on interest rate outlook.
- Inception date
- September 26, 2023
- Fund family
- Brookstone Asset Management
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18