(IBDZ) Trust - Overview
ETF Category: Target Maturity | Exchange NYSE ARCA (USA) | Currency USD | Market Cap: 774m | Total Return 5.7% in 12m
Etf: Corporate Bonds, Investment Grade, U.S. Dollar
Total Rating 40
Risk 73
Buy Signal -0.15
| Risk 5d forecast | |
|---|---|
| Volatility | 8.62% |
| Relative Tail Risk | 0.46% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.25 |
| Alpha | 0.02 |
| Character TTM | |
|---|---|
| Beta | 0.159 |
| Beta Downside | 0.133 |
| Drawdowns 3y | |
|---|---|
| Max DD | 5.57% |
| CAGR/Max DD | 1.13 |
Description: IBDZ Trust March 05, 2026
IBDZ is an ETF that tracks an index of investment-grade corporate bonds. These bonds are denominated in U.S. dollars and issued by both U.S. and non-U.S. companies. Each included bond must have an outstanding face value of at least $300 million at the time of inclusion. The fund commits to investing at least 80% of its assets in these index components. Corporate bonds are a common way for companies to raise capital for operations or expansion. The fund is non-diversified, meaning it may concentrate its investments in a smaller number of securities or sectors compared to a diversified fund.
Further research on ValueRay can provide more in-depth analysis of IBDZs holdings and performance.
Headlines to watch out for
- Corporate bond market performance dictates fund value
- Interest rate changes impact bond prices and demand
- Investment-grade credit ratings affect bond inclusion
- US dollar strength influences non-US issuer appeal
- Corporate default rates pose risk to fund holdings
What is the price of IBDZ shares?
As of March 28, 2026, the stock is trading at USD 25.78 with a total of 1,662,365 shares traded.
Over the past week, the price has changed by -0.27%, over one month by -3.04%, over three months by -1.85% and over the past year by +5.67%.
Over the past week, the price has changed by -0.27%, over one month by -3.04%, over three months by -1.85% and over the past year by +5.67%.
Is IBDZ a buy, sell or hold?
Trust has no consensus analysts rating.
What are the forecasts/targets for the IBDZ price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |