Ishares Ibonds 2025 Etf Profile
| IBHE Etf | USD 23.26 0.02 0.09% |
PerformanceGood
| Odds Of DistressLow
|
IShares IBonds is trading at 23.26 as of the 1st of May 2025, a 0.09 percent increase since the beginning of the trading day. The etf's lowest day price was 23.23. IShares IBonds has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 1st of May 2025. Click here to learn more.
The fund will invest at least 80 percent of its assets in the component securities of the underlying index, and it will invest at least 90 percent of its assets in fixed income securities of the types included in the underlying index. Ishares Ibonds is traded on BATS Exchange in the United States.. More on iShares iBonds 2025
Moving together with IShares Etf
| 0.91 | BSCP | Invesco BulletShares 2025 | PairCorr |
| 0.94 | IBDQ | iShares iBonds Dec | PairCorr |
| 0.95 | BSCQ | Invesco BulletShares 2026 | PairCorr |
| 0.94 | IBDR | iShares iBonds Dec | PairCorr |
| 0.91 | IBDS | iShares iBonds Dec | PairCorr |
Moving against IShares Etf
| 0.67 | ARKC | ARK 21Shares Active Potential Growth | PairCorr |
IShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Broad Debt ETFs, Corporate ETFs, Target Maturity, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2019-05-07 |
| Benchmark | Bloomberg 2025 Term High Yield and Income Index (USD) |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 578.45 Million |
| Asset Type | Fixed Income |
| Category | Corporate |
| Focus | Broad Debt |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | BlackRock Fund Advisors |
| Custodian | State Street Bank and Trust Company |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | James Mauro, Scott Radell |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Oct |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 228 |
| Market Maker | Flow Traders |
| Total Expense | 0.35 |
| Management Fee | 0.35 |
| Country Name | USA |
| Returns Y T D | 1.7 |
| Name | iShares iBonds 2025 Term High Yield and Income ETF |
| Currency Code | USD |
| Open Figi | BBG00P3CSJR3 |
| In Threey Volatility | 4.81 |
| 1y Volatility | 0.48 |
| 200 Day M A | 23.2086 |
| 50 Day M A | 23.2098 |
| Code | IBHE |
| Updated At | 26th of December 2021 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.23 |
iShares iBonds 2025 [IBHE] is traded in USA and was established 2019-05-07. The fund is listed under Target Maturity category and is part of iShares family. The entity is thematically classified as Broad Debt ETFs. iShares iBonds 2025 currently have 68.89 M in assets under management (AUM). , while the total return for the last 3 years was 6.4%.
Check IShares IBonds Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares iBonds 2025 Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
iShares iBonds 2025 Currency Exposure
iShares iBonds 2025 holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of IShares IBonds will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in iShares iBonds 2025.
iShares iBonds 2025 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.
| Risk Adjusted Performance | 0.1369 | |||
| Jensen Alpha | 0.0125 | |||
| Total Risk Alpha | 0.0219 | |||
| Sortino Ratio | 0.8334 |
IShares IBonds Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares iBonds 2025. 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 Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
The market value of iShares iBonds 2025 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.