(IBHJ) iShares Trust - iShares - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US46436E1221 • Target Maturity
IBHJ: High Yield, Corporate, Bonds, Fixed Income, Securities
The fund primarily invests in high-yield fixed income securities maturing in 2030 or earlier, adhering to an 80% allocation threshold in the underlying index components. It maintains a non-diversified structure, allowing for concentrated exposure to specific issuers. The ETF is designed to track the performance of its underlying index by allocating at least 90% of its assets to fixed income securities of the types included in the index, focusing on high-yield corporate bonds and other income-generating debt instruments.
From a technical standpoint, the ETF is trading near its 20-day SMA of 26.29, with a last price of 26.36, indicating short-term stability. The 50-day SMA at 26.10 suggests a slight upward trend over the medium term, while the 200-day SMA at 25.58 reflects longer-term growth. The ATR of 0.11 highlights low volatility, signaling a stable investment vehicle. Fundamentally, the ETF manages $52.80M in assets, providing moderate scale in the high-yield fixed income space.
Additional Sources for IBHJ ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IBHJ ETF Overview
Market Cap in USD | 56m |
Category | Target Maturity |
TER | 0.35% |
IPO / Inception | 2023-06-21 |
IBHJ ETF Ratings
Growth Rating | 52.6 |
Fundamental | - |
Dividend Rating | 56.8 |
Rel. Strength | -3.33 |
Analysts | - |
Fair Price Momentum | 26.96 USD |
Fair Price DCF | - |
IBHJ Dividends
Dividend Yield 12m | 6.31% |
Yield on Cost 5y | 7.41% |
Annual Growth 5y | 37.16% |
Payout Consistency | 100.0% |
IBHJ Growth Ratios
Growth Correlation 3m | -55.3% |
Growth Correlation 12m | 82% |
Growth Correlation 5y | 95.6% |
CAGR 5y | 9.40% |
CAGR/Max DD 5y | 1.91 |
Sharpe Ratio 12m | 0.31 |
Alpha | 2.27 |
Beta | 0.076 |
Volatility | 4.78% |
Current Volume | 3.3k |
Average Volume 20d | 4.6k |
As of May 09, 2025, the stock is trading at USD 25.90 with a total of 3,255 shares traded.
Over the past week, the price has changed by +0.21%, over one month by +4.43%, over three months by -0.16% and over the past year by +6.96%.
Partly, yes. Based on ValueRay Analyses, iShares Trust - iShares (BATS:IBHJ) is currently (May 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 52.56 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IBHJ as of May 2025 is 26.96. This means that IBHJ is currently overvalued and has a potential downside of 4.09%.
iShares Trust - iShares has no consensus analysts rating.
According to ValueRays Forecast Model, IBHJ iShares Trust - iShares will be worth about 29.1 in May 2026. The stock is currently trading at 25.90. This means that the stock has a potential upside of +12.39%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 29.1 | 12.4% |