(IBDZ) Trust - Overview
ETF Category: Target Maturity | Exchange: NYSE ARCA (USA) | Market Cap: 829m USD | Total Return: 9.4% in 12m
Corporate Bonds, Investment Grade, U.S. Dollar
Total Rating 41
Safety 57
Buy Signal -0.13
Target Maturity
Category Rotation: -13.9
TER: 0.10%
TER: 0.10%
AUM:
829M
Avg Turnover: 4.08M USD
Avg Turnover: 4.08M USD
ATR:
0.57%
Peers RS (IBD): 78.6
Peers RS (IBD): 78.6
Risk 5d forecast
Volatility6.19%
Rel. Tail Risk0.74%
Reward TTM
Sharpe Ratio0.57
Alpha-0.78
Character TTM
Beta0.154
Beta Downside0.122
Drawdowns 3y
Max DD5.57%
CAGR/Max DD1.28
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Description: IBDZ Trust
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.
- 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 April 11, 2026, the stock is trading at USD 26.12 with a total of 90,747 shares traded.
Over the past week, the price has changed by +0.38%, over one month by -0.39%, over three months by +0.06% and over the past year by +9.37%.
Over the past week, the price has changed by +0.38%, over one month by -0.39%, over three months by +0.06% and over the past year by +9.37%.
Is IBDZ a buy, sell or hold?
Trust has no consensus analysts rating.
What are the forecasts/targets for the IBDZ price?
| Analysts Target Price | - | - |
External Resources