iShares iBonds 2025 Term High Yield and Income ETFIBHE
IBHE
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
138% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 24
2% less funds holding
Funds holding: 111 [Q2] → 109 (-2) [Q3]
7% less capital invested
Capital invested by funds: $344M [Q2] → $321M (-$22.7M) [Q3]
7.63% less ownership
Funds ownership: 61.76% [Q2] → 54.13% (-7.63%) [Q3]
15% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 13
20% less funds holding in top 10
Funds holding in top 10: 5 [Q2] → 4 (-1) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for IBHE.
Financial journalist opinion
Positive
Seeking Alpha
1 month ago
IBHE: The Right Choice When It Comes To Term Funds, 2025 Maturity
iShares iBonds 2025 Term High Yield and Income ETF has a set termination date of December 2025, offering clear visibility into its maturity timeline and risk profile. The fund has a short duration of 0.57 years, which means it is less sensitive to interest rate and credit risk. This duration will continue to decrease as bonds mature. IBHE offers a 5.93% 30-day SEC yield and a 6.1% average yield to maturity, making it appealing for investors seeking higher returns compared to traditional money market funds.
Positive
Seeking Alpha
4 months ago
IBHE: A Bond Ladder Rung To Be Redeemed In 2025
iShares iBonds 2025 Term High Yield and Income ETF has an attractive 7% yield, but it is not a long-term investment. It is a bond ladder rung. Bond ladder ETFs are designed to be held until redemption to limit the risk of price gyration. However, IBHE volatility has been very low for 4 years. If you think interest rates will go down, bond ladders can lock in high rates in your portfolio for a few more years.
Positive
Seeking Alpha
9 months ago
IBHE: 7.2% With 1 Year Bonds
iShares iBonds 2025 Term High Yield and Income ETF (IBHE) holds a portfolio of high-yielding US dollar-denominated bonds that mature in 2025. From July 2025, the fund will hold cash and cash equivalents until termination.
Neutral
Seeking Alpha
11 months ago
IBHE 2025: 7% Yield With No Duration Risk
iShares iBonds 2025 Term High Yield and Income ETF is a less risky high-yield bond fund that will terminate at the end of 2025. The fund follows the Bloomberg 2025 Term High Yield and Income Index and uses representative sampling to construct its portfolio. 7% yield with no duration risk is an interesting prospect, but we tell you why we are staying out.
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