(IGEB) iShares Edge Investment - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US46435G2194 • Corporate Bond
IGEB: Investment-Grade, Corporate, Bonds, Fixed, Income, Securities
The iShares Edge Investment Grade Enhanced Bond ETF (BATS:IGEB) is designed to provide exposure to U.S. dollar-denominated, investment-grade corporate bonds. The fund invests at least 80% of its assets in the component securities of its underlying index, which is composed of investment-grade corporate bonds. Additionally, it allocates at least 90% of its assets to fixed income securities of the types included in the index, aiming to closely track its benchmark. The ETF focuses on corporate debt instruments, offering investors a way to gain exposure to higher credit quality bonds within the U.S. corporate bond market.
As a passively managed ETF, IGEB seeks to replicate the performance of its underlying index by holding securities that are representative of the indexs composition. The fund is listed on the BATS exchange and is categorized under corporate bond ETFs. Its investment strategy emphasizes tracking accuracy, which is achieved through careful portfolio construction and ongoing monitoring of the underlying index. With an AUM of $1.058 billion, IGEB is a sizeable fund within its category, indicating a high level of investor interest and liquidity.
Additional Sources for IGEB ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IGEB ETF Overview
Market Cap in USD | 1,069m |
Category | Corporate Bond |
TER | 0.18% |
IPO / Inception | 2017-07-11 |
IGEB ETF Ratings
Growth Rating | 1.28 |
Fundamental | - |
Dividend Rating | 65.9 |
Rel. Strength | 5.4 |
Analysts | - |
Fair Price Momentum | 43.33 USD |
Fair Price DCF | - |
IGEB Dividends
Dividend Yield 12m | 5.16% |
Yield on Cost 5y | 5.44% |
Annual Growth 5y | 2.80% |
Payout Consistency | 92.5% |
IGEB Growth Ratios
Growth Correlation 3m | 1.8% |
Growth Correlation 12m | 54.5% |
Growth Correlation 5y | -41.1% |
CAGR 5y | 1.15% |
CAGR/Max DD 5y | 0.05 |
Sharpe Ratio 12m | 0.24 |
Alpha | 1.38 |
Beta | 0.038 |
Volatility | 7.27% |
Current Volume | 61.6k |
Average Volume 20d | 91.1k |
As of May 09, 2025, the stock is trading at USD 44.34 with a total of 61,601 shares traded.
Over the past week, the price has changed by -0.31%, over one month by +1.83%, over three months by +0.70% and over the past year by +5.83%.
Neither. Based on ValueRay Analyses, iShares Edge Investment is currently (May 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 1.28 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IGEB as of May 2025 is 43.33. This means that IGEB is currently overvalued and has a potential downside of -2.28%.
iShares Edge Investment has no consensus analysts rating.
According to ValueRays Forecast Model, IGEB iShares Edge Investment will be worth about 46.8 in May 2026. The stock is currently trading at 44.34. This means that the stock has a potential upside of +5.53%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 46.8 | 5.5% |