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(IBHI) iShares iBonds 2029 Term - Ratings and Ratios

Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US46436E3797 • Target Maturity

IBHI: High Yield Bonds, Corporate Bonds, Fixed-Rate Bonds

The iShares iBonds 2029 Term High Yield and Income ETF (BATS:IBHI) is designed to track the performance of a U.S. dollar-denominated, taxable index of fixed-rate, high-yield corporate bonds and investment-grade bonds rated BBB or equivalent. These bonds are scheduled to mature between January 1, 2029, and December 15, 2029, inclusive. The ETF may invest in debt securities of non-U.S. issuers if necessary to replicate the index. It is classified as a non-diversified fund, meaning it can concentrate its holdings in a smaller number of issuers.

As a target maturity ETF, IBHI is structured to gradually reduce its credit risk as it approaches its maturity date in 2029. This unique feature allows investors to manage interest rate risk more effectively compared to traditional bond funds. The funds focus on high-yield and BBB-rated bonds provides exposure to higher income potential, though it also carries higher credit risk compared to investment-grade debt.

3-Month Forecast: Based on the provided and , here is a 3-month forecast for the iShares iBonds 2029 Term High Yield and Income ETF (BATS:IBHI): 1. Price Movement: - The funds short-term moving averages (SMA 20: 23.52, SMA 50: 23.38) suggest a slight upward trend in the near term. The last price of 23.54 is slightly above the SMA 20, indicating potential short-term strength. - The SMA 200 (22.84) is lower than the current price, which may indicate a longer-term bullish trend. 2. Volatility: - The Average True Range (ATR) of 0.14 indicates low volatility, suggesting that the fund is likely to experience minimal price fluctuations over the next three months. 3. Volume and Liquidity: - The average 20-day volume of 43,855 shares suggests moderate trading activity. This, combined with an AUM of $137.25M, indicates sufficient liquidity for most investors. 4. Fundamental Outlook: - The funds focus on bonds maturing in 2029 means it will continue to shift toward shorter-duration securities, reducing interest rate risk over time. This structural shift is likely to appeal to investors seeking predictable income with lower sensitivity to interest rate changes. Overall, IBHI is expected to maintain its stability with a potential slight increase in price over the next three months, supported by its moving averages and low volatility. The funds target maturity structure and focus on higher-yield bonds position it as a viable option for income-focused investors seeking to manage interest rate risk.

Additional Sources for IBHI ETF

News: Wall Street Journal Benzinga Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

IBHI ETF Overview

Market Cap in USD 140m
Category Target Maturity
TER 0.35%
IPO / Inception 2022-03-08

IBHI ETF Ratings

Growth 5y 47.3%
Fundamental -
Dividend 73.6%
Rel. Strength Industry -1.34
Analysts -
Fair Price Momentum 23.41 USD
Fair Price DCF -

IBHI Dividends

Dividend Yield 12m 6.29%
Yield on Cost 5y 7.07%
Annual Growth 5y 10.99%
Payout Consistency 100.0%

IBHI Growth Ratios

Growth Correlation 3m 67.7%
Growth Correlation 12m 97.1%
Growth Correlation 5y 86.9%
CAGR 5y 4.16%
CAGR/Max DD 5y 0.30
Sharpe Ratio 12m 2.85
Alpha 1.75
Beta 0.21
Volatility 5.00%
Current Volume 47.6k
Average Volume 20d 60.5k
What is the price of IBHI stocks?
As of March 14, 2025, the stock is trading at USD 23.15 with a total of 47,563 shares traded.
Over the past week, the price has changed by -1.36%, over one month by -1.37%, over three months by -0.26% and over the past year by +6.79%.
Is iShares iBonds 2029 Term a good stock to buy?
Partly, yes. Based on ValueRay Analyses, iShares iBonds 2029 Term (BATS:IBHI) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 47.33 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IBHI as of March 2025 is 23.41. This means that IBHI is currently overvalued and has a potential downside of 1.12%.
Is IBHI a buy, sell or hold?
iShares iBonds 2029 Term has no consensus analysts rating.
What are the forecast for IBHI stock price target?
According to ValueRays Forecast Model, IBHI iShares iBonds 2029 Term will be worth about 25.3 in March 2026. The stock is currently trading at 23.15. This means that the stock has a potential upside of +9.46%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 25.3 9.5%