· Prices AT CLOSE 2026-07-28 (USD) — end-of-day, never a live or intraday quote
Last $25.24Day +0.04%1Y +2.3%Off 52W high −2.1%Vol (1Y) 1.7%
Daily closing price, split-adjusted to the current basis; 3y shown of 800 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 cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
IBMR is not in the screener universe.
| YTD+0.5% |
| 1Y+2.3% |
| 3Y+9.2% |
| Since incept. (ann.)+2.6% |
Total return through 2026-07-28 · series begins 2023-05-11. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)1.7% |
| Ann. volatility (3Y)3.0% |
| Sharpe (1Y)1.37 |
| Sharpe (3Y)0.99 |
| Max drawdown (1Y)−1.6% |
| Max drawdown (3Y)−4.5% |
| Beta (3Y vs SPY)0.21 |
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 |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 1.7M | $44M | — | −17.8% |
| BANK OF AMERICA CORP /DE/ | 1.5M | $39M | — | +14.0% |
| Clearstead Advisors, LLC | 979,870 | $25M | — | +2.9% |
| HighTower Advisors, LLC | 732,945 | $19M | — | −1.7% |
| LBMC INVESTMENT ADVISORS, LLC | 487,494 | $12M | — | +16.2% |
| WELLS FARGO & COMPANY/MN | 421,348 | $11M | — | +7.7% |
| Paradiem, LLC | 396,376 | $10M | — | new |
| US BANCORP \DE\ | 383,636 | $10M | — | −0.3% |
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 IBMR.
