IBHC ETF ANALYSIS

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IBHC ETF FUNDAMENTALS
IBHC ETF PERFORMANCE

IBHC ISSUER

The iShares iBonds 2023 Term High Yield and Income ETF (IBHC) is managed by iShares, which is a division of BlackRock, the world's largest asset manager. BlackRock is known for its comprehensive range of investment solutions, including mutual funds, ETFs, and other financial products. With IBHC, iShares aims to offer investors a targeted maturity fixed-income investment that matures in 2023, providing a unique approach to high-yield bond investing with a built-in end date.

IBHC DIVIDEND

While the IBHC ETF (Exchange-Traded Fund) focuses primarily on its investment strategy, it still participates in dividend distributions based on the performance of its underlying assets. These dividend distributions typically follow the trends of the companies within its portfolio and may occur on a regular schedule, often quarterly or annually. Investors in IBHC may benefit from potential dividend income in addition to the fund's core investment objectives.

IBHC TRACKING

The IBHC (Innovative Bottom-Up Holdings ETF) is designed to closely follow an investment philosophy rooted in identifying companies with sustainable and durable long-term earnings growth driven by innovation. This ETF primarily invests in large capitalization equity securities traded on U.S. exchanges, with a particular focus on companies using innovative technologies and ideas to gain a competitive advantage. The selection process combines macroeconomic analysis, fundamental research, and technical analysis to ensure that the portfolio includes companies with strong market expansion opportunities, pricing power, robust balance sheets, and significant barriers to entry. Additionally, IBHC may allocate up to 20% of its assets to foreign issuers, including those in emerging markets, making it a diversified option for investors seeking exposure to innovative and growth-oriented companies worldwide.

IBHC CORRELATION

Understanding the correlation dynamics of the IBHC ETF is essential for investors seeking insight into its performance. While IBHC employs an income-focused investment approach, its correlation with various market factors can impact its returns. Investors often use IBHC's correlation data to make informed decisions about portfolio diversification and risk management. Our tool, ETF Insider, provides a comprehensive analysis of IBHC's correlations through its web app, offering valuable insights and visualization tools to assess its overlap with other assets in the market.

IBHC SECTOR

The iShares iBonds 2022 Term High Yield and Income ETF (IBHC) primarily focuses on the high-yield corporate bond sector. This sector involves bonds issued by companies with lower credit ratings, which typically offer higher yields to compensate for increased risk. Investors in IBHC seek income generation through these high-yield bonds, but it's important to be aware that high-yield bonds come with a greater risk of default compared to investment-grade bonds. Therefore, the sector involved in IBHC carries a unique risk-return profile that appeals to income-oriented investors with a tolerance for higher risk.

IBHC EXPOSURE

The IBHC ETF, or Innovative Biotech and Healthcare Choices ETF, takes a focused approach to the healthcare sector, specifically targeting companies involved in cutting-edge biotechnology and healthcare innovations. This ETF offers investors exposure to companies at the forefront of medical advancements, making it an attractive choice for those seeking potential growth opportunities in the healthcare industry. By investing in a select group of biotech and healthcare companies, IBHC provides a unique way to participate in the ever-evolving landscape of medical breakthroughs and innovations.

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BLOG ARTICLES

What is the  IBHC ETF ?
Blog book icon6 min read
By Beqa Bumbeishvili ETF Insider

What is the IBHC ETF ?

The IBHC ETF, a part of the iShares iBonds fixed maturity series sponsored by BlackRock, seeks to track the investment results of the Bloomberg 2023 Term High Yield and Income Index. The ETF invests primarily in U.S. dollar-denominated, taxable, fixed-rate, high-yield, and BBB-rated corporate bonds scheduled to mature between January 1, 2023, and December 15, 2023. The underlying index includes bonds from various industries, such as consumer cyclicals and financials, with a minimum outstanding face value of $250 million. Non-U.S. corporate issuers are also part of the index, mainly from developed countries.

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FREQUENTLY ASKED QUESTIONS

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