(IBHI) iShares iBonds 2029 Term - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US46436E3797 • Target Maturity
IBHI: High Yield Corporate Bonds, Target Maturity ETF
The iShares iBonds 2029 Term High Yield and Income ETF (IBHI) is designed to track a specific segment of the high yield corporate bond market, focusing on bonds maturing between January 1, 2029, and December 15, 2029. This ETF provides investors with a targeted maturity approach, allowing for a more predictable income stream and reduced interest rate risk as it approaches its maturity date.
The funds underlying index is comprised of U.S. dollar-denominated, taxable, fixed-rate corporate bonds with high yield and BBB ratings. By including bonds from non-U.S. issuers, the ETF ensures that it closely tracks its benchmark index, potentially offering a diversified exposure to the high yield market. Being non-diversified, the ETFs performance is closely tied to the performance of its constituent bonds.
Given the current market conditions and the ETFs characteristics, we can analyze its potential future performance. With the
By combining the insights from
Investors considering IBHI should be aware of the credit risk associated with high yield bonds and the potential impact of interest rate changes on the funds performance. Nonetheless, for those seeking a targeted maturity investment with a relatively predictable income stream, IBHI presents an interesting opportunity, especially if the current yield environment persists.
Additional Sources for IBHI ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IBHI ETF Overview
Market Cap in USD | 157m |
Category | Target Maturity |
TER | 0.35% |
IPO / Inception | 2022-03-08 |
IBHI ETF Ratings
Growth Rating | 46.9 |
Fundamental | - |
Dividend Rating | 78.5 |
Rel. Strength | -3.73 |
Analysts | - |
Fair Price Momentum | 23.49 USD |
Fair Price DCF | - |
IBHI Dividends
Dividend Yield 12m | 6.95% |
Yield on Cost 5y | 7.89% |
Annual Growth 5y | 10.99% |
Payout Consistency | 100.0% |
IBHI Growth Ratios
Growth Correlation 3m | -22% |
Growth Correlation 12m | 79.2% |
Growth Correlation 5y | 88.5% |
CAGR 5y | 4.24% |
CAGR/Max DD 5y | 0.31 |
Sharpe Ratio 12m | 2.68 |
Alpha | 0.97 |
Beta | 0.257 |
Volatility | 9.34% |
Current Volume | 18.1k |
Average Volume 20d | 28.1k |
As of May 22, 2025, the stock is trading at USD 23.11 with a total of 18,081 shares traded.
Over the past week, the price has changed by -0.77%, over one month by +2.94%, over three months by -0.57% and over the past year by +6.94%.
Partly, yes. Based on ValueRay Analyses, iShares iBonds 2029 Term (BATS:IBHI) is currently (May 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 46.93 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IBHI as of May 2025 is 23.49. This means that IBHI is currently overvalued and has a potential downside of 1.64%.
iShares iBonds 2029 Term has no consensus analysts rating.
According to ValueRays Forecast Model, IBHI iShares iBonds 2029 Term will be worth about 25.6 in May 2026. The stock is currently trading at 23.11. This means that the stock has a potential upside of +10.69%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 25.6 | 10.7% |