(AGRH) iShares U.S. Trust - - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46431W5316 • Ultrashort Bond
AGRH: U.S. Dollar, Investment-Grade, Bonds, Derivatives, Futures, Swaps
The iShares Interest Rate Hedged U.S. Aggregate Bond ETF (AGRH) is designed to mitigate interest rate risk for investors seeking exposure to U.S. dollar-denominated, investment-grade bonds. The fund achieves this by hedging against changes in interest rates, which can reduce the volatility typically associated with fixed-income investments. AGRH tracks the BlackRock Interest Rate Hedged U.S. Aggregate Bond Index, which incorporates a hedging overlay to neutralize duration risk. The ETF is classified as non-diversified, meaning it can invest a larger portion of its assets in a smaller number of securities compared to diversified funds.
AGRH is categorized as an ultrashort bond ETF, focusing on preserving capital while offering minimal sensitivity to interest rate fluctuations. This makes it suitable for investors seeking low-duration bond exposure or as a cash alternative in rising rate environments. The fund typically maintains a high credit quality portfolio, focusing on investment-grade securities, and employs a passive management approach to track its underlying index.
From a technical perspective, AGRH has shown stability with a tight average true range (ATR) of 0.06, indicating low volatility. The ETF is trading near its 20-day simple moving average (SMA) of 25.99, with a slightly lower 50-day SMA of 25.86 and a 200-day SMA of 25.42. This suggests a gradual upward trend over the longer term. The average daily trading volume of 3,016 shares reflects limited liquidity, which may impact execution for larger trades.
Based on the provided data, here is a 3-month forecast: - Price Range: Expected to remain stable, fluctuating between 25.80 and 26.10, supported by the rising 200-day SMA and tight ATR. - Volume: Likely to remain low, averaging around 3,000 shares per day, as the ETF appeals to a niche investor base. - AUM: Anticipated to remain steady or grow marginally, given the ETFs focus on a specialized strategy. - Yield: Expected to remain consistent, as the funds hedging strategy aims to preserve income while minimizing rate risk.
Additional Sources for AGRH ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
AGRH ETF Overview
Market Cap in USD | 50m |
Category | Ultrashort Bond |
TER | 0.13% |
IPO / Inception | 2022-06-22 |
AGRH ETF Ratings
Growth 5y | 61.9% |
Fundamental | - |
Dividend | 70.7% |
Rel. Strength Industry | 5.43 |
Analysts | - |
Fair Price Momentum | 25.95 USD |
Fair Price DCF | - |
AGRH Dividends
Dividend Yield 12m | 4.73% |
Yield on Cost 5y | 5.40% |
Annual Growth 5y | 61.95% |
Payout Consistency | 100.0% |
AGRH Growth Ratios
Growth Correlation 3m | 91% |
Growth Correlation 12m | 99.5% |
Growth Correlation 5y | 99.5% |
CAGR 5y | 5.49% |
CAGR/Max DD 5y | 3.66 |
Sharpe Ratio 12m | 0.48 |
Alpha | 0.97 |
Beta | 0.06 |
Volatility | 1.82% |
Current Volume | 0.7k |
Average Volume 20d | 2.1k |
As of March 14, 2025, the stock is trading at USD 25.93 with a total of 719 shares traded.
Over the past week, the price has changed by -0.14%, over one month by -0.32%, over three months by +1.10% and over the past year by +5.42%.
Yes. Based on ValueRay Analyses, iShares U.S. Trust - (NYSE ARCA:AGRH) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 61.89 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of AGRH as of March 2025 is 25.95. This means that AGRH is currently overvalued and has a potential downside of 0.08%.
iShares U.S. Trust - has no consensus analysts rating.
According to ValueRays Forecast Model, AGRH iShares U.S. Trust - will be worth about 28 in March 2026. The stock is currently trading at 25.93. This means that the stock has a potential upside of +8.1%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 28 | 8.1% |