(IGSB) iShares 1-5 Year Investment - Ratings and Ratios

Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • ISIN: US4642886463

Corporate Bonds, Investment Grade, Short-Term

Dividends

Dividend Yield 4.41%
Yield on Cost 5y 4.93%
Yield CAGR 5y 12.37%
Payout Consistency 87.4%
Payout Ratio -
Risk via 10d forecast
Volatility 1.79%
Value at Risk 5%th 2.80%
Relative Tail Risk -5.18%
Reward TTM
Sharpe Ratio 0.81
Alpha 1.66
CAGR/Max DD 2.78
Character TTM
Hurst Exponent 0.374
Beta 0.030
Beta Downside 0.015
Drawdowns 3y
Max DD 2.10%
Mean DD 0.36%
Median DD 0.23%

Description: IGSB iShares 1-5 Year Investment October 16, 2025

The iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) tracks an index of U.S.-dollar-denominated, investment-grade corporate bonds issued by both U.S. and non-U.S. companies. Eligible securities must trade on the U.S. domestic market, have a remaining maturity of ≥ 1 year and < 5 years, and be publicly issued. The fund is required to hold at least 80 % of its assets in the index’s component securities and at least 90 % in fixed-income securities that BFA believes will help it track the index.

As of the most recent data (Q3 2025), IGSB’s weighted-average maturity is approximately 3.2 years, and its weighted-average credit rating is A- (Moody’s A2). The ETF’s expense ratio is 0.07 %, and it is yielding around 4.2 % after taxes, reflecting the current short-term corporate credit spread environment. Its performance is highly sensitive to Federal Reserve policy moves, with a modified duration of roughly 1.5, meaning a 100 bp rise in rates would likely depress the fund’s price by about 1.5 %.

If you want a data-driven side-by-side comparison of IGSB’s risk-adjusted returns versus peers, ValueRay’s analytics dashboard offers the granular metrics you need to evaluate the trade-off.

What is the price of IGSB shares?

As of December 14, 2025, the stock is trading at USD 52.87 with a total of 1,374,714 shares traded.
Over the past week, the price has changed by +0.02%, over one month by +0.31%, over three months by +0.80% and over the past year by +6.29%.

Is IGSB a buy, sell or hold?

iShares 1-5 Year Investment has no consensus analysts rating.

What are the forecasts/targets for the IGSB price?

Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 57.6 8.9%

IGSB Fundamental Data Overview December 09, 2025

Market Cap USD = 21.69b (21.69b USD * 1.0 USD.USD)
Beta = 0.42
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 21.69b USD (21.69b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 21.69b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 21.69b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 6.13% (E(21.69b)/V(21.69b) * Re(6.13%) + (debt-free company))
Discount Rate = 6.13% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Fair Price DCF = unknown (Cash Flow 0.0)

Additional Sources for IGSB ETF

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle