IWM
SBAR

Iams Wealth Management’s Simplify Barrier Income ETF SBAR Stock Holding History

Iams Wealth Management’s Portfolio SBAR Stock Details SBAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.29M Buy
50,377
+5,748
+13% +$146K 0.39% 76
2026
Q1 		$1.1M Buy
+44,629
New +$1.15M 0.38% 77

Other funds holding SBAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Iams Wealth Management's SBAR Position: Q2 2026 in Review

Iams Wealth Management increased its Simplify Barrier Income ETF (SBAR) stake by 13% in Q2 2026, buying an estimated $146K and bringing the position to 50,377 shares worth $1.29M. The position accounts for 0.39% of the portfolio, ranked #76.

Iams Wealth Management first reported a position in SBAR in Q1 2026 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • Iams Wealth Management held 50,377 shares of Simplify Barrier Income ETF worth $1.29M as of Q2 2026.
  • Iams Wealth Management bought 5,748 Simplify Barrier Income ETF shares in Q2 2026, an estimated $146K.
  • Simplify Barrier Income ETF made up 0.39% of Iams Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Iams Wealth Management first reported a position in Simplify Barrier Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.