(IBIH) iShares Trust - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • • Target Maturity
IBIH: Inflation-Linked, Treasury, Government, Bond, Debt, Security, Fund
The iShares Trust (IBIH) is an exchange-traded fund (ETF) designed to track the performance of inflation-protected U.S. Treasury securities, commonly referred to as TIPS (Treasury Inflation-Protected Securities). The fund specifically targets TIPS with maturity dates between January 1, 2031, and October 15, 2031, inclusive. This targeted maturity structure makes it a target maturity ETF, appealing to investors seeking exposure to a specific segment of the Treasury yield curve. The ETF invests at least 80% of its assets in the component securities of its underlying index, ensuring high alignment with the indexs performance. TIPS are unique in that their principal value adjusts periodically based on changes in the Consumer Price Index (CPI), providing a hedge against inflation. This feature makes IBIH particularly attractive to investors seeking to mitigate inflation risk while maintaining exposure to high-quality, U.S. government debt.
From a technical standpoint, IBIH has shown stability in recent trading, with its SMA 20, SMA 50, and SMA 200 all hovering around 25.40-25.74, suggesting a tight trading range. The average trading volume of 4900 shares over the past 20 days indicates moderate liquidity. The ATR of 0.08 reflects low volatility, consistent with the nature of TIPS. On the fundamental side, the ETF has $20.87 million in assets under management (AUM), which is relatively small compared to other fixed-income ETFs but sufficient to maintain operational efficiency. The funds targeted maturity and inflation-protected focus position it as a niche product for investors with specific income or inflation-hedging objectives.
3-Month Forecast: Based on
Additional Sources for IBIH ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IBIH ETF Overview
Market Cap in USD | 21m |
Category | Target Maturity |
TER | 0.10% |
IPO / Inception | 2023-09-19 |
IBIH ETF Ratings
Growth 5y | 45.2% |
Fundamental | - |
Dividend | 53.7% |
Rel. Strength Industry | -4.22 |
Analysts | - |
Fair Price Momentum | 24.60 USD |
Fair Price DCF | - |
IBIH Dividends
Dividend Yield 12m | 4.27% |
Yield on Cost 5y | 4.62% |
Annual Growth 5y | 146.19% |
Payout Consistency | 66.7% |
IBIH Growth Ratios
Growth Correlation 3m | 85.8% |
Growth Correlation 12m | 70% |
Growth Correlation 5y | 86.3% |
CAGR 5y | 6.32% |
CAGR/Max DD 5y | 1.60 |
Sharpe Ratio 12m | 1.20 |
Alpha | 0.95 |
Beta | 0.13 |
Volatility | 4.17% |
Current Volume | 5.1k |
Average Volume 20d | 4.1k |
As of March 15, 2025, the stock is trading at USD 25.84 with a total of 5,107 shares traded.
Over the past week, the price has changed by -0.08%, over one month by +0.92%, over three months by +1.99% and over the past year by +6.02%.
Partly, yes. Based on ValueRay Analyses, iShares Trust (NYSE ARCA:IBIH) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 45.16 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IBIH as of March 2025 is 24.60. This means that IBIH is currently overvalued and has a potential downside of -4.8%.
iShares Trust has no consensus analysts rating.
According to ValueRays Forecast Model, IBIH iShares Trust will be worth about 26.6 in March 2026. The stock is currently trading at 25.84. This means that the stock has a potential upside of +3.06%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 26.6 | 3.1% |