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IBHI
+0.08 · +0.32%
$23.66 · BATS

iShares iBonds 2029 Term High Yield and Income ETF (IBHI) ETF Analysis | Target Maturity

iShares · USA
AUM:$383.1M
#– of – in Target Maturity ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 6.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.35% — moderate cost. Consider how fees compound over long holding periods.

What is IBHI?

The index is composed of U. dollar denominated, taxable, fixed-rate, high yield and BBB or equivalently rated corporate bonds scheduled to mature between January 1, 2029 and December 15, 2029, inclusive.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
IBHI returned 6.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.35%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 1.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$383.1M
Expense Ratio0.35%
Dividend Yield6.78%
Holdings1
Inception DateMar 2022
Domicile–
Distribution–
Index–
ProvideriShares
Beta0.74
CategoryTarget Maturity
CurrencyUSD
Portfolio Impact

How would IBHI affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+0.2%
1Y
+2.6%
3Y
+25.4%
5Y
+22.7%
OpenBook InsightIf you had invested £10,000 in IBHI 5 years ago, it would have grown to £12,274 — a gain of £2,274.

Annual Returns

Calendar year performance

IBHI delivered positive returns in 4 of the last 5 calendar years.
YearIBHI
2026 YTD+0.6%
2025+7.7%
2024+9.3%
2023+13.6%
2022-8.5%
CAGR 4yr+5.1%
4/5 positive yearsAvg return: +4.5%Worst year: -8.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
2.0%
Low
Momentum
+0.3%
30-day change
Support Level
23.21
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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