Simplify Barrier Income ETF (SBAR) Price, Holdings, & News

ETF Overview

Simplify Exchange Traded Funds - Simplify Barrier Income ETF is an exchange traded fund launched and managed by Simplify Asset Management Inc. The fund invests in public equity and fixed income markets of global region. For its equity portion, it invests directly, through derivatives and through other funds in stocks of companies operating across consumer discretionary, communication services, consumer staples, energy, health care, industrials, information technology, materials, real estate and utilities sectors. The fund uses derivatives such as options, swaps and forwards to create its portfolio. It invests in growth and value stocks of companies across diversified market capitalization. For its fixed income portion, it invests directly, through derivatives and through other funds in U.S. Government securities, such as bills, notes and bonds issued by the U.S. Treasury, cash and cash-like instruments or high-quality short term fixed income securities with an average portfolio duration of two years or less. Simplify Exchange Traded Funds - Simplify Barrier Income ETF is domiciled in the United States.

Key Stats

• Today's Range: $26.22 to $26.26
• 50-Day Range: $25.93 to $26.80
• 52-Week Range: $24.57 to $26.95
• Volume: 26,258 shs
• Average Volume: 43,863 shs
• Market Capitalization: $56.94 million
• Assets Under Management: $88.09 million
• Dividend Yield: 4.27%
• Net Expense Ratio: 0.75%
• Aggregate Rating: Moderate Buy

SBAR ETF - Frequently Asked Questions

How have SBAR shares performed this year?

Simplify Barrier Income ETF's stock was trading at $24.79 at the beginning of the year. Since then, SBAR shares have increased by 5.8% and is now trading at $26.23.

Who are Simplify Barrier Income ETF's major shareholders?

Top institutional investors of Simplify Barrier Income ETF include Simplify Asset Management Inc. (63.77%), CreativeOne Wealth LLC (2.67%) and Jane Street Group LLC (0.47%).

How do I buy shares of Simplify Barrier Income ETF?

Shares of SBAR stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

Fund Details

• Issuer: Simplify Asset Management
• Fund Name: Simplify Barrier Income ETF
• Tax Classification: Regulated Investment Company
• Stock Exchange: NYSEARCA
• Current Symbol: NYSEARCA:SBAR
• Inception Date: 4/14/2025
• Fund Manager: David Berns, Siddharth Sethi
• Web: N/A
• Phone: N/A

Fund Focus

• Asset Class: Fixed Income
• Benchmark: N/A
• Category: Strategy
• Focus: Treasury
• Development Level: Developed Markets
• Region: North America
• Number of Holdings: 37

Fund Statistics

• Assets Under Management: $88.09 million
• Average Daily Volume: $0.00
• Discount/Premium: 0.14%

Administrator, Advisor and Custodian

• Administrator: The Bank of New York Mellon Corporation
• Advisor: Simplify Asset Management, Inc.
• Custodian: The Bank of New York Mellon Corporation
• Distributor: Foreside Fund Services, LLC
• Transfer Agent: The Bank of New York Mellon Corporation
• Trustee: N/A
• Lead Market Maker: Jane Street

Miscellaneous

• Outstanding Shares: 2,170,000
• Beta: N/A
• Creation Unit: 25,000
• Creation Fee: $500.00