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BAMBBrookstone Intermediate Bond ETF

Get income#1383 of 1640 for Get income

Seeks to provide current income.

Brookstone Asset Management · Since 2023 (2 years)

Annual Cost

1.03%

#4829 out of 5,332 ETFs

Fund Size

$62M

#3156 out of 5,332 ETFs

Dividend Yield

2.86%

Track Record

2 years

#3287 out of 5,332 ETFs

Performance

1 Year

+1.7%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection

Asset allocation

Bonds
98.9%
Cash
1.1%

Top holdings

iShares 3-7 Year Treasury Bond ETFIEI19.8%
Schwab Intermediate-Term US Trs ETF™SCHR19.8%
iShares 7-10 Year Treasury Bond ETFIEF19.8%
iShares iBonds Dec 2031 Term Tr ETFIBTL13.2%
iShares iBonds Dec 2032 Term Trs ETFIBTM13.2%
iShares iBonds Dec 2033 Term Trsy ETFIBTO13.2%

Risk profile

Volatility (1Y)

4.0%

Moderate

Max drawdown

-4.5%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Bond profile

Duration

3.6 years

Avg maturity

9.8 years

Credit ratings

US Government
98.9%
AAA
0.0%
AA
99.9%

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Data updated on 2026-05-05