(IBHJ) iShares Trust - iShares - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US46436E1221 • Target Maturity
IBHJ: High Yield, Corporate, Bonds, Fixed Income, Securities
The fund primarily invests in high-yield fixed income securities maturing in 2030 or earlier, adhering to an 80% allocation threshold in the underlying index components. It maintains a non-diversified structure, allowing for concentrated exposure to specific issuers. The ETF is designed to track the performance of its underlying index by allocating at least 90% of its assets to fixed income securities of the types included in the index, focusing on high-yield corporate bonds and other income-generating debt instruments.
From a technical standpoint, the ETF is trading near its 20-day SMA of 26.29, with a last price of 26.36, indicating short-term stability. The 50-day SMA at 26.10 suggests a slight upward trend over the medium term, while the 200-day SMA at 25.58 reflects longer-term growth. The ATR of 0.11 highlights low volatility, signaling a stable investment vehicle. Fundamentally, the ETF manages $52.80M in assets, providing moderate scale in the high-yield fixed income space.
Additional Sources for IBHJ ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IBHJ ETF Overview
Market Cap in USD | 52m |
Category | Target Maturity |
TER | 0.35% |
IPO / Inception | 2023-06-21 |
IBHJ ETF Ratings
Growth 5y | 55.1% |
Fundamental | - |
Dividend | 58.1% |
Rel. Strength Industry | -1.85 |
Analysts | - |
Fair Price Momentum | 26.51 USD |
Fair Price DCF | - |
IBHJ Dividends
Dividend Yield 12m | 6.30% |
Yield on Cost 5y | 7.36% |
Annual Growth 5y | 37.16% |
Payout Consistency | 100.0% |
IBHJ Growth Ratios
Growth Correlation 3m | 76.1% |
Growth Correlation 12m | 94.7% |
Growth Correlation 5y | 96.9% |
CAGR 5y | 10.09% |
CAGR/Max DD 5y | 2.14 |
Sharpe Ratio 12m | 0.22 |
Alpha | 2.04 |
Beta | 0.24 |
Volatility | 4.56% |
Current Volume | 9.5k |
Average Volume 20d | 13.2k |
As of March 14, 2025, the stock is trading at USD 26.11 with a total of 9,541 shares traded.
Over the past week, the price has changed by -0.95%, over one month by -0.25%, over three months by +0.15% and over the past year by +7.51%.
Partly, yes. Based on ValueRay Analyses, iShares Trust - iShares (BATS:IBHJ) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 55.12 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IBHJ as of March 2025 is 26.51. This means that IBHJ is currently overvalued and has a potential downside of 1.53%.
iShares Trust - iShares has no consensus analysts rating.
According to ValueRays Forecast Model, IBHJ iShares Trust - iShares will be worth about 28.8 in March 2026. The stock is currently trading at 26.11. This means that the stock has a potential upside of +10.34%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 28.8 | 10.3% |