Ishares Ibonds 2027 Etf Profile

IBHG Etf  USD 22.51  0.03  0.13%   

Performance

17 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 9

 
High
 
Low
Low
IShares IBonds is trading at 22.51 as of the 30th of November 2024. This is a 0.13 percent decrease since the beginning of the trading day. The etf's lowest day price was 22.45. IShares IBonds has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for iShares iBonds 2027 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The index is composed of U.S. dollar-denominated, taxable, fixed-rate, high yield and BBB or equivalently rated corporate bonds scheduled to mature between January 1, 2027 and December 15, 2027, inclusive. Ishares Ibonds is traded on BATS Exchange in the United States. More on iShares iBonds 2027

Moving together with IShares Etf

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  0.98SJNK SPDR Bloomberg ShortPairCorr

Moving against IShares Etf

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IShares Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationCorporate ETFs, High Yield ETFs, High Yield Bond, iShares (View all Sectors)
IssueriShares
Inception Date2021-07-07
BenchmarkBloomberg 2027 Term High Yield and Income Index (USD)
Entity TypeRegulated Investment Company
Asset Under Management180.37 Million
Asset TypeFixed Income
CategoryCorporate
FocusHigh Yield
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorBlackRock Fund Advisors
CustodianState Street Bank and Trust Company
DistributorBlackRock Investments, LLC
Portfolio ManagerJames Mauro, Karen Uyehara
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Oct
ExchangeCboe BZX Exchange, Inc.
Number of Constituents222
Market MakerFlow Traders
Total Expense0.35
Management Fee0.35
Country NameUSA
Returns Y T D7.63
NameiShares iBonds 2027 Term High Yield and Income ETF
Currency CodeUSD
Open FigiBBG011MMQVF0
In Threey Volatility8.09
1y Volatility3.08
200 Day M A22.2083
50 Day M A22.4443
CodeIBHG
Updated At30th of November 2024
Currency NameUS Dollar
In Threey Sharp Ratio(0.1)
iShares iBonds 2027 [IBHG] is traded in USA and was established 2021-07-07. The fund is listed under High Yield Bond category and is part of iShares family. The entity is thematically classified as Corporate ETFs. iShares iBonds 2027 currently have 14.5 M in assets under management (AUM). , while the total return for the last 3 years was 3.5%.
Check IShares IBonds Probability Of Bankruptcy

Geographic Allocation (%)

iShares iBonds 2027 Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares IBonds. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

IShares IBonds Against Markets

When determining whether iShares iBonds 2027 is a strong investment it is important to analyze IShares IBonds' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares IBonds' future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares iBonds 2027. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in rate.
You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
The market value of iShares iBonds 2027 is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares IBonds' value that differs from its market value or its book value, called intrinsic value, which is IShares IBonds' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares IBonds' market value can be influenced by many factors that don't directly affect IShares IBonds' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares IBonds' value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares IBonds is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares IBonds' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.