· Prices AT CLOSE 2026-07-28 (USD) — end-of-day, never a live or intraday quote
Last $25.56Day +0.16%1Y +0.4%Off 52W high −4.6%Vol (1Y) 4.1%
Daily closing price, split-adjusted to the current basis; 2.8y shown of 708 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover2.8d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
IBIH is not in the screener universe.
| YTD−1.4% |
| 1Y+0.4% |
| Since incept. (ann.)+4.6% |
Total return through 2026-07-28 · series begins 2023-09-21. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)4.1% |
| Ann. volatility (3Y)5.1% |
| Sharpe (1Y)0.12 |
| Sharpe (3Y)0.92 |
| Max drawdown (1Y)−3.8% |
| Max drawdown (3Y)−3.9% |
| Beta (3Y vs SPY)0.17 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| Quantum Financial Advisors, LLC | 225,656 | $6M | — | +28.7% |
| Yoder Wealth Management, Inc. | 143,728 | $4M | — | +10.7% |
| CENTRAL TRUST Co | 66,566 | $2M | — | +60.1% |
| Tower Research Capital LLC (TRC) | 32,324 | $847,535 | — | new |
| JANE STREET GROUP, LLC | 23,731 | $622,227 | — | −43.8% |
| Bradley & Co. Private Wealth Management, LLC | 22,748 | $596,453 | — | +203.8% |
| ARK & TLK INVESTMENTS, LLC | 19,158 | $502,312 | — | +0.0% |
| RAYMOND JAMES FINANCIAL INC | 18,791 | $492,700 | — | new |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for IBIH.
