IBHG 📈 iShares iBonds 2027 Term - Overview

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

IBHG: High Yield Bonds, Corporate Bonds

The index is composed of U.S. dollar-denominated, taxable, fixed-rate, high yield and BBB or equivalently rated corporate bonds scheduled to mature between January 1, 2027 and December 15, 2027, inclusive. The fund will invest at least 80% of its assets in the component instruments of the index, and it will invest at least 90% of its assets in fixed income securities of the types included in the index.

Additional Sources for IBHG ETF

IBHG ETF Overview

Market Cap in USD 186m
Category High Yield Bond
TER 0.35%
IPO / Inception 2021-07-07

IBHG ETF Ratings

Growth 5y 38.7%
Fundamental -
Dividend 77.2%
Rel. Strength Industry 198
Analysts -
Fair Price Momentum 22.17 USD
Fair Price DCF -

IBHG Dividends

Dividend Yield 12m 6.45%
Yield on Cost 5y 7.08%
Annual Growth 5y 41.12%
Payout Consistency 100.0%

IBHG Growth Ratios

Growth Correlation 3m 80.6%
Growth Correlation 12m 97.6%
Growth Correlation 5y 54.6%
CAGR 5y 2.75%
CAGR/Mean DD 5y 0.75
Sharpe Ratio 12m 0.54
Alpha -5.47
Beta 0.32
Volatility 4.68%
Current Volume 50.5k
Average Volume 20d 105.5k
What is the price of IBHG stocks?
As of December 27, 2024, the stock is trading at USD 22.20 with a total of 50,500 shares traded.
Over the past week, the price has changed by +0.41%, over one month by -0.13%, over three months by +0.85% and over the past year by +7.25%.
Is iShares iBonds 2027 Term a good stock to buy?
Partly, yes. Based on ValueRay Analyses, iShares iBonds 2027 Term (BATS:IBHG) is currently (December 2024) ok to buy, but has to be watched. It has a Growth Technical Rating of 38.73 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 December 2024 is 22.17. This means that IBHG is currently overvalued and has a potential downside of -0.14%.
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 24.1 in December 2025. The stock is currently trading at 22.20. This means that the stock has a potential upside of +8.69%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 24.1 8.7%