· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $25.40Day +0.04%1Y +2.4%Off 52W high −0.7%Vol (1Y) 1.1%
Daily closing price, split-adjusted to the current basis; 3y shown of 1,820 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 cover1.3d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
IBMP is not in the screener universe.
| YTD+1.3% |
| 1Y+2.4% |
| 3Y+8.9% |
| 5Y+2.6% |
| Since incept. (ann.)+1.9% |
Total return through 2026-07-29 · series begins 2019-04-11. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)1.1% |
| Ann. volatility (3Y)2.0% |
| Sharpe (1Y)2.32 |
| Sharpe (3Y)1.47 |
| Max drawdown (1Y)−0.6% |
| Max drawdown (3Y)−2.3% |
| Beta (3Y vs SPY)0.11 |
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 2.4M | $60M | — | +3.3% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.7M | $44M | — | −14.0% |
| WELLS FARGO & COMPANY/MN | 1.0M | $27M | — | −3.7% |
| HighTower Advisors, LLC | 985,403 | $25M | — | +1.8% |
| Clearstead Advisors, LLC | 976,335 | $25M | — | +2.1% |
| US BANCORP \DE\ | 693,830 | $18M | — | −2.9% |
| Heartwood Wealth Advisors LLC | 636,580 | $16M | — | −17.1% |
| LBMC INVESTMENT ADVISORS, LLC | 566,726 | $14M | — | +5.4% |
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. % of shares outstanding is not shown for IBMP: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
No reported quarters on file for IBMP.
