(IBHG) iShares iBonds 2027 Term - Ratings and Ratios

Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US46436E4787 • High Yield Bond

IBHG: High Yield Bonds, Corporate Bonds

The iShares® iBonds® 2027 Term High Yield and Income ETF (BATS:IBHG) is designed to track the performance of U.S. dollar-denominated, taxable, fixed-rate high-yield corporate bonds and investment-grade BBB-rated corporate bonds maturing between January 1, 2027, and December 15, 2027. The fund adheres to a strict investment policy, allocating at least 80% of its assets to the component securities of its underlying index and at least 90% to fixed-income securities of the types included in the index. This structure ensures a targeted exposure to higher-yielding corporate debt with defined maturity dates, offering investors a way to manage interest rate risk and benefit from predictable cash flows as bonds approach maturity.

Based on and , the ETF is expected to maintain its current trajectory in the next three months. With an average volume of 87,627 shares over the past 20 days and a last price of $22.56, the fund demonstrates moderate liquidity. The SMA 20, SMA 50, and SMA 200 of $22.44, $22.30, and $21.77, respectively, indicate a stable price trend with minimal volatility, as evidenced by an ATR of 0.08. The AUM of $256.29 million reflects a solid investor base. Over the next three months, the ETF is likely to trade within a narrow range, supported by its focused maturity profile and the fixed-income nature of its holdings. Investors seeking exposure to high-yield corporate bonds with a specific 2027 maturity can expect continued alignment with the funds investment objectives during this period.

Additional Sources for IBHG ETF

IBHG ETF Overview

Market Cap in USD 266m
Category High Yield Bond
TER 0.35%
IPO / Inception 2021-07-07

IBHG ETF Ratings

Growth 5y 46.7%
Fundamental -
Dividend 81.3%
Rel. Strength Industry 7.44
Analysts -
Fair Price Momentum 22.46 USD
Fair Price DCF -

IBHG Dividends

Dividend Yield 12m 6.43%
Yield on Cost 5y 7.05%
Annual Growth 5y 31.15%
Payout Consistency 100.0%

IBHG Growth Ratios

Growth Correlation 3m 89.8%
Growth Correlation 12m 98.8%
Growth Correlation 5y 61.9%
CAGR 5y 2.97%
CAGR/Max DD 5y 0.21
Sharpe Ratio 12m 2.06
Alpha 2.68
Beta 0.14
Volatility 3.86%
Current Volume 70.1k
Average Volume 20d 96.4k
What is the price of IBHG stocks?
As of March 14, 2025, the stock is trading at USD 22.26 with a total of 70,081 shares traded.
Over the past week, the price has changed by -0.40%, over one month by -0.26%, over three months by +1.25% and over the past year by +7.43%.
Is iShares iBonds 2027 Term a good stock to buy?
Partly, yes. Based on ValueRay Analyses, iShares iBonds 2027 Term (BATS:IBHG) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 46.73 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IBHG as of March 2025 is 22.46. This means that IBHG is currently overvalued and has a potential downside of 0.9%.
Is IBHG a buy, sell or hold?
iShares iBonds 2027 Term has no consensus analysts rating.
What are the forecast for IBHG stock price target?
According to ValueRays Forecast Model, IBHG iShares iBonds 2027 Term will be worth about 24.3 in March 2026. The stock is currently trading at 22.26. This means that the stock has a potential upside of +8.94%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 24.3 8.9%