(IGSB) iShares 1-5 Year Investment - Ratings and Ratios
Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • ISIN: US4642886463 • Short-Term Bond
IGSB: Corporate Bonds, Fixed Income Securities
IGSB is an ETF designed for those seeking exposure to high-quality, short-duration corporate bonds. It focuses on investment-grade issues from both U.S. and international companies, ensuring all securities are USD-denominated and traded in the U.S. market. This structure is ideal for investors looking to balance risk and return in their fixed-income allocations.
The funds strategy involves investing at least 80% of its assets in securities that replicate its underlying index, ensuring tight tracking. Additionally, it allocates 90% to similar fixed-income instruments, allowing efficient portfolio management while maintaining alignment with the indexs performance.
IGSBs portfolio comprises bonds with maturities between 1 to 5 years, offering a middle ground between money market funds and longer-duration bond investments. This makes it suitable for investors aiming to reduce interest rate risk while enhancing yields compared to shorter-term instruments.
With substantial assets under management, IGSB is a liquid and efficient vehicle for accessing the short-term corporate bond market. It appeals to institutional investors and individuals alike, serving as a strategic holding to stabilize portfolios and generate steady income.
Additional Sources for IGSB ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IGSB ETF Overview
Market Cap in USD | 21,632m |
Category | Short-Term Bond |
TER | 0.04% |
IPO / Inception | 2007-01-05 |
IGSB ETF Ratings
Growth 5y | 46.1% |
Fundamental | - |
Dividend | 67.9% |
Rel. Strength Industry | 6.19 |
Analysts | - |
Fair Price Momentum | 51.01 USD |
Fair Price DCF | - |
IGSB Dividends
Dividend Yield 12m | 3.78% |
Yield on Cost 5y | 4.46% |
Annual Growth 5y | 9.75% |
Payout Consistency | 88.5% |
IGSB Growth Ratios
Growth Correlation 3m | 89% |
Growth Correlation 12m | 92.2% |
Growth Correlation 5y | 32% |
CAGR 5y | 3.54% |
CAGR/Max DD 5y | 0.37 |
Sharpe Ratio 12m | 0.31 |
Alpha | 1.74 |
Beta | 0.06 |
Volatility | 2.09% |
Current Volume | 4300.4k |
Average Volume 20d | 3112.8k |
As of March 14, 2025, the stock is trading at USD 52.09 with a total of 4,300,399 shares traded.
Over the past week, the price has changed by -0.08%, over one month by +0.76%, over three months by +1.39% and over the past year by +6.18%.
Partly, yes. Based on ValueRay Analyses, iShares 1-5 Year Investment (NASDAQ:IGSB) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 46.12 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IGSB as of March 2025 is 51.01. This means that IGSB is currently overvalued and has a potential downside of -2.07%.
iShares 1-5 Year Investment has no consensus analysts rating.
According to ValueRays Forecast Model, IGSB iShares 1-5 Year Investment will be worth about 55.1 in March 2026. The stock is currently trading at 52.09. This means that the stock has a potential upside of +5.76%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 55.1 | 5.8% |