(IBHE) iShares iBonds 2025 Term - Ratings and Ratios

The iShares iBonds 2025 Term High Yield and Income ETF (BATS:IBHE) is a target maturity exchange-traded fund designed to provide exposure to a diversified portfolio of high-yield and investment-grade corporate bonds. The fund invests at least 80% of its assets in the component instruments of its underlying index and at least 90% in fixed-income securities of the types included in the index. The underlying index tracks U.S. dollar-denominated, taxable, fixed-rate corporate bonds with high yield or BBB ratings, maturing between January 1, 2025, and December 15, 2025. This structure allows the fund to maintain a defined maturity profile, with the portfolios duration decreasing as the maturity date approaches.

As of the latest data, IBHE has an average 20-day trading volume of 164,073 shares, with a last price of $23.27. The funds short-term technical indicators show a 20-day simple moving average (SMA) of $23.22 and a 50-day SMA of $23.14, while the 200-day SMA stands at $22.69. The Average True Range (ATR) of 0.04 indicates relatively low price volatility. The fund manages assets under management (AUM) of $603.14 million, reflecting its popularity among investors seeking targeted exposure to the 2025 maturity cohort of corporate bonds.

3-Month Forecast: Based on the funds technical and fundamental profile, IBHE is expected to trade within a narrow range of $23.18 to $23.36 over the next three months, supported by its stable SMA levels and low ATR. The funds AUM is likely to grow modestly as investors continue to seek predictable income streams from bonds approaching maturity. The combination of high-yield and BBB-rated bonds in the portfolio should maintain its attractiveness for investors seeking a balance between yield and credit quality in the short term.