(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 indicating a relatively stable price movement, as shown by the narrow range between the 52-week high and low (23.35 and 21.45, respectively), and a slight upward trend suggested by the SMA20, SMA50, and SMA200 values (22.90, 22.89, and 22.84, respectively), it appears that the ETF is experiencing a consolidation phase. The ATR of 0.26, translating to a 1.12% daily volatility, further supports this observation.

By combining the insights from and , we can forecast the ETFs potential trajectory. The relatively stable AUM of $157.31M USD indicates a steady investor interest. Assuming the high yield corporate bond market remains relatively stable and interest rates evolve as expected, IBHI is likely to continue its gradual price appreciation as it approaches its target maturity date, potentially reaching a price level slightly above its current 52-week high. A forecast price target could be around $24.00, based on the historical volatility and the prevailing yield environment. However, this projection is contingent upon the ETFs ability to track its underlying index closely and the overall market conditions remaining favorable.

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

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
What is the price of IBHI stocks?
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%.
Is iShares iBonds 2029 Term a good stock to buy?
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%.
Is IBHI a buy, sell or hold?
iShares iBonds 2029 Term has no consensus analysts rating.
What are the forecast for IBHI stock price target?
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%