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International Assets Investment Management’s Overlay Shares Core Bond ETF OVB Stock Holding History

International Assets Investment Management’s Portfolio OVB Stock Details OVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.19K Hold
156
– – ﹤0.01% 2057
2026
Q1 		$3.21K Buy
+156
New +$3.23K ﹤0.01% 1914
2024
Q3 		– Sell
-156
Closed -$3.23K – 2395
2024
Q2 		$3.23K Buy
+156
New +$3.18K ﹤0.01% 1934

Other funds holding OVB

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

International Assets Investment Management's OVB Position: Q2 2026 in Review

International Assets Investment Management held its Overlay Shares Core Bond ETF (OVB) position steady in Q2 2026 at 156 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

International Assets Investment Management first reported a position in OVB in Q2 2024 and has held it in 3 quarters since. The position peaked at $3.23K in Q2 2024. 10 funds tracked by Wall St. Rank hold OVB as of Q2 2026.

  • International Assets Investment Management held 156 shares of Overlay Shares Core Bond ETF worth $3.19K as of Q2 2026.
  • International Assets Investment Management left its Overlay Shares Core Bond ETF share count unchanged in Q2 2026.
  • Overlay Shares Core Bond ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #2057 holding.
  • International Assets Investment Management first reported a position in Overlay Shares Core Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • International Assets Investment Management's Overlay Shares Core Bond ETF position peaked at $3.23K in Q2 2024.
  • 10 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.