BAMB

Brookstone Intermediate Bond ETF

$26.61

+0.00%

Market closed. Last update: 10:57 PM ET

📎 Investment Objective

The Brookstone Intermediate Bond ETF seeks to provide current income and capital preservation by investing in a diversified portfolio of intermediate-term fixed income securities.

Overview

ETF tracking Brookstone Intermediate Bond ETF

Category Fixed Income

Issuer Other

Inception Date 2023-09-27

Market Cap $64.1M

Average Volume N/A

Dividend Yield 2.78%

52-Week Range $25.28 - $26.84

VWAP $26.62

Performance

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Investment Summary

📎 Investment Objective

The Brookstone Intermediate Bond ETF seeks to provide current income and capital preservation by investing in a diversified portfolio of intermediate-term fixed income securities.

🎯 Investment Strategy

The fund invests primarily in investment-grade corporate bonds, U.S. government securities, and other fixed income instruments with intermediate-term maturities. The portfolio is actively managed to maintain an average duration of 3-7 years.

✨ Key Features

Focuses on investment-grade intermediate-term bonds to balance income and risk
Actively managed portfolio to adapt to changing market conditions
Low expense ratio of 0.00%
Relatively low volatility compared to longer-term bond funds

⚠️ Primary Risks

Interest rate risk as bond prices decline when rates rise
Credit risk if issuers default on their debt obligations
Liquidity risk for less actively traded bonds
Reinvestment risk as maturing bonds may need to be reinvested at lower yields

👤 Best For

The Brookstone Intermediate Bond ETF may be suitable for investors seeking current income and capital preservation, with a moderate risk tolerance. It can be used as a core fixed income allocation or to complement other bond exposures in a diversified portfolio.