(IGEB) iShares Edge Investment - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US46435G2194
IGEB: Corporate Bonds, Investment Grade, Fixed Income, Dollar Denominated
The iShares Edge Investment Grade Enhanced Bond ETF (BATS:IGEB) is an exchange-traded fund that focuses on U.S. dollar-denominated, investment-grade corporate bonds, aiming to replicate the performance of its underlying index. By investing at least 80% of its assets in the component securities of this index and at least 90% in similar fixed income securities, the fund seeks to track its benchmark.
As a Corporate Bond ETF originating from the USA, IGEB provides investors with exposure to a diversified portfolio of high-quality corporate bonds. The funds investment strategy is designed to capture the returns of the underlying index, which is composed of investment-grade corporate bonds. This makes IGEB a potentially attractive option for investors seeking regular income and relatively lower credit risk.
Analyzing the funds recent performance and technical indicators, we observe that the last price is $44.74, slightly above its short-term and long-term moving averages (SMA20: $44.51, SMA50: $44.21, SMA200: $44.07). This suggests a positive trend. The Average True Range (ATR) of 0.22, or 0.49%, indicates relatively low volatility. Given the 52-week high and low prices ($44.96 and $41.99, respectively), the current price is near its 52-week high, indicating strong recent performance.
With Assets Under Management (AUM) of $1.104 billion USD, IGEB demonstrates a considerable scale, potentially offering liquidity and diversification benefits to investors. Considering the technical and fundamental data, a forecast for IGEB could involve a continued upward trend, potentially reaching or slightly exceeding its 52-week high, assuming the current market conditions persist and the fund continues to track its underlying index effectively. However, investors should be cautious of potential volatility and changes in interest rates or credit spreads that could impact the funds performance.
Based on the analysis, a potential target price for IGEB could be around $45.20, representing a 1% increase from its current price. This forecast is grounded in the funds current technical trends and its fundamental characteristics, such as its investment strategy and scale. Nonetheless, its crucial for investors to conduct their own research and consider their individual financial goals and risk tolerance before making investment decisions.
Additional Sources for IGEB ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
IGEB ETF Overview
Market Cap in USD | 1,121m |
Category | Corporate Bond |
TER | 0.18% |
IPO / Inception | 2017-07-11 |
IGEB ETF Ratings
Growth Rating | -0.19 |
Fundamental | - |
Dividend Rating | 70.4 |
Rel. Strength | 6.14 |
Analysts | - |
Fair Price Momentum | 45.39 USD |
Fair Price DCF | - |
IGEB Dividends
Dividend Yield 12m | 4.71% |
Yield on Cost 5y | 4.76% |
Annual Growth 5y | 7.05% |
Payout Consistency | 92.3% |
Payout Ratio | % |
IGEB Growth Ratios
Growth Correlation 3m | 71.4% |
Growth Correlation 12m | 45.5% |
Growth Correlation 5y | -35.3% |
CAGR 5y | 0.54% |
CAGR/Max DD 5y | 0.03 |
Sharpe Ratio 12m | 1.34 |
Alpha | 3.13 |
Beta | 0.038 |
Volatility | 6.39% |
Current Volume | 88.3k |
Average Volume 20d | 99.9k |
As of July 01, 2025, the stock is trading at USD 45.44 with a total of 88,311 shares traded.
Over the past week, the price has changed by +0.98%, over one month by +2.07%, over three months by +2.23% and over the past year by +8.23%.
Neither. Based on ValueRay´s Analyses, iShares Edge Investment is currently (July 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of -0.19 and therefor a technical neutral rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of IGEB is around 45.39 USD . This means that IGEB is currently overvalued and has a potential downside of -0.11%.
iShares Edge Investment has no consensus analysts rating.
According to our own proprietary Forecast Model, IGEB iShares Edge Investment will be worth about 49 in July 2026. The stock is currently trading at 45.44. This means that the stock has a potential upside of +7.88%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 49 | 7.9% |