Overlay Shares Core Bond

1D
1W
1M
3M
YTD
1Y
5Y
ALL

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About OVB

OVB is actively managed to provide exposure to U.S. Investment-grade bonds combined with a U.S. large cap put spread strategy. 

Index-Tracked
Index-Tracked
Category
Intermediate Core Bond
CategoryIntermediate Core Bond
Number of holdings
13
Number of holdings13
Inception Date
Sep 30, 2019
Inception DateSep 30, 2019

What's in this fund

Sectors

As of December 31, 2025
Government Bonds47.31%
Securitized Bonds24.85%
Corporate Bonds23.88%
Cash and Equivalents3.54%
Municipal Bonds0.42%

Top 10 Holdings (101.97% of total assets)

As of December 31, 2025
NameSymbol% Assets
iShares Core US Aggregate Bond ETFAGG (ARCX)100.25%
First American Government Obligs X0.50%
Put On S&P 500 Jan260.26%
Put On S&P 500 Jan260.26%
Put On S&P 500 Jan260.25%
Put On S&P 500 Jan260.24%
Put On S&P 500 Jan260.07%
Put On S&P 500 Jan260.06%
Put On S&P 500 Jan260.04%
Put On S&P 500 Jan260.04%

OVB Key Statistics

AUM
32.77M
AUM32.77M
Price-Earnings ratio
Price-Earnings ratio
30-Day yield
3.10
30-Day yield3.10
Average volume
7.95K
Average volume7.95K
High today
High today
Low today
Low today
Open price
$20.57
Open price$20.57
Volume
0.00
Volume0.00
52 Week high
$21.05
52 Week high$21.05
52 Week low
$19.52
52 Week low$19.52
Expense ratio
0.79
Expense ratio0.79

Stock Snapshot

As of today, Overlay Shares Core Bond(OVB) shares are valued at $20.51. The company's market cap stands at 32.73M.

On 2026-01-05, Overlay Shares Core Bond(OVB) shares started trading at $20.57, with intraday highs of — and lows of —.

Trading volume for Overlay Shares Core Bond(OVB) stock has reached 0, versus its average volume of 7.95K.

Over the past 52 weeks, Overlay Shares Core Bond(OVB) stock has traded between a high of $21.05 and a low of $19.52.

Over the past 52 weeks, Overlay Shares Core Bond(OVB) stock has traded between a high of $21.05 and a low of $19.52.

Average Annual Return

All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. An investment, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted.