Ishares Interest Rate Etf Profile

IGBH Etf  USD 24.59  0.06  0.24%   

Performance

14 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 9

 
100  
 
Zero
Low
IShares Interest is trading at 24.59 as of the 28th of March 2024. This is a 0.24 percent increase since the beginning of the trading day. The etf's open price was 24.53. IShares Interest 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. Equity ratings for IShares Interest Rate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of January 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in component securities and instruments in the funds underlying index andor bonds included in the underlying index of the underlying fund. More on IShares Interest Rate

Moving together with IShares Etf

  0.82BIL SPDR Bloomberg 1-3PairCorr
  0.82SHV IShares Short TreasuryPairCorr
  0.83JPST JPMorgan Ultra-ShortPairCorr
  0.8USFR WisdomTree Floating RatePairCorr
  0.83ICSH IShares Ultra Short-TermPairCorr
  0.83FTSM First Trust EnhancedPairCorr
  0.76SGOV IShares 0-3 MonthPairCorr

Moving against IShares Etf

  0.57WTID UBS ETRACS -PairCorr

IShares Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares Interest's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares Interest or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic Ideas
(View all Themes)
Business ConcentrationInvestment Grade ETFs, Corporate ETFs, Ultrashort Bond, iShares (View all Sectors)
IssueriShares
Inception Date2015-07-22
BenchmarkBlackRock Interest Rate Hedged Long-Term Corporate Bond Index
Entity TypeRegulated Investment Company
Asset Under Management99.43 Million
Average Trading Valume32,197.8
Asset TypeFixed Income
CategoryCorporate
FocusInvestment Grade
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 and Scott Radel
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Oct
ExchangeNYSE Arca, Inc.
Number of Constituents141
Market MakerCitadel
Total Expense0.4
Management Fee0.35
Country NameUSA
Returns Y T D2.69
NameiShares Interest Rate Hedged Long-Term Corporate Bond ETF
Currency CodeUSD
Open FigiBBG009NLX3P8
In Threey Volatility6.12
1y Volatility4.72
200 Day M A24.0587
50 Day M A24.4543
CodeIGBH
Updated At27th of March 2024
Currency NameUS Dollar
IShares Interest Rate [IGBH] is traded in USA and was established 2015-07-22. The fund is listed under Ultrashort Bond category and is part of iShares family. The entity is thematically classified as Investment Grade ETFs. IShares Interest Rate currently have 82.73 M in assets under management (AUM). , while the total return for the last 3 years was 4.0%.
Check IShares Interest 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 Interest Rate 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.

Top IShares Interest Rate Etf Constituents

IGLBIShares 10 YearEtfLong-Term Bond
More Details

IShares Interest Target Price Odds Analysis

Coming from a normal probability distribution, the odds of IShares Interest jumping above the current price in 90 days from now is under 4%. The IShares Interest Rate probability density function shows the probability of IShares Interest etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days IShares Interest has a beta of 0.131. This usually indicates as returns on the market go up, IShares Interest average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding IShares Interest Rate will be expected to be much smaller as well. Additionally, iShares Interest Rate has an alpha of 0.0178, implying that it can generate a 0.0178 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 24.59HorizonTargetOdds Above 24.59
96.05%90 days
 24.59 
3.68%
Based on a normal probability distribution, the odds of IShares Interest to move above the current price in 90 days from now is under 4 (This IShares Interest Rate probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .

IShares Interest Rate Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares Interest market risk premium is the additional return an investor will receive from holding IShares Interest long position in a well-diversified portfolio. 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 Interest. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although IShares Interest's alpha and beta are two of the key measurements used to evaluate IShares Interest's performance over the market, the standard measures of volatility play an important role as well.

IShares Interest Against Markets

Picking the right benchmark for IShares Interest etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares Interest etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares Interest is critical whether you are bullish or bearish towards IShares Interest Rate at a given time. Please also check how IShares Interest's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in IShares Interest without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Sectors

List of equity sectors categorizing publicly traded companies based on their primary business activities
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How to buy IShares Etf?

Before investing in IShares Interest, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares Interest. To buy IShares Interest etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares Interest. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase IShares Interest etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located IShares Interest Rate etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased IShares Interest Rate etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as IShares Interest Rate, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares Interest guide.

Already Invested in IShares Interest Rate?

The danger of trading IShares Interest Rate is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares Interest is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares Interest. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile IShares Interest Rate is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether IShares Interest Rate offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares Interest's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ishares Interest Rate Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares Interest Rate Etf:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in IShares Interest Rate. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of labor statistics.
Note that the IShares Interest Rate information on this page should be used as a complementary analysis to other IShares Interest's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..

Complementary Tools for IShares Etf analysis

When running IShares Interest's price analysis, check to measure IShares Interest's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy IShares Interest is operating at the current time. Most of IShares Interest's value examination focuses on studying past and present price action to predict the probability of IShares Interest's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move IShares Interest's price. Additionally, you may evaluate how the addition of IShares Interest to your portfolios can decrease your overall portfolio volatility.
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The market value of IShares Interest Rate 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 Interest's value that differs from its market value or its book value, called intrinsic value, which is IShares Interest's 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 Interest's market value can be influenced by many factors that don't directly affect IShares Interest's 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 Interest's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Interest is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Interest's 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.