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IGBH
+0.33 · +1.33%
$24.72 · NYSE ARCA

iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) ETF Analysis | Ultrashort Bond

iShares · USA
AUM:$174.7M
#– of – in Ultrashort Bond 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 5.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.14% — among the lowest available for this category.

What is IGBH?

The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in component securities and instruments in the fund"s underlying index and/or bonds included in the underlying index of the underlying fund.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
IGBH returned 5.8% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.14% — reasonable for the index exposure provided.
Concentrated Holdings
Top 10 holdings account for 99.4% of the ETF — significant weight in a small number of names.
ETF Information
AUM$174.7M
Expense Ratio0.14%
Dividend Yield6.18%
Holdings2
Inception DateJul 2015
Domicile–
Distribution–
Index–
ProvideriShares
Beta0.20
CategoryUltrashort Bond
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+2.3%
1Y
+4.8%
3Y
+22.2%
5Y
+28.3%
OpenBook InsightIf you had invested £10,000 in IGBH 5 years ago, it would have grown to £12,832 — a gain of £2,832.

Annual Returns

Calendar year performance

IGBH delivered positive returns in 4 of the last 5 calendar years.
YearIGBH
2026 YTD+1.0%
2025+8.1%
2024+7.6%
2023+12.3%
2022-3.2%
CAGR 4yr+6.0%
4/5 positive yearsAvg return: +5.2%Worst year: -3.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
2.7%
Low
Momentum
+0.8%
30-day change
Support Level
24.32
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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