The IBHH ETF, also known as the iShares iBonds fixed maturity series of bond ETFs, is sponsored by BlackRock, Inc. This series of ETFs focuses on providing investors with exposure to fixed income securities that aim to meet specific maturity objectives. Unlike actively managed funds, the IBHH ETF adopts a passive or indexing approach to achieve its investment objective. By tracking the Bloomberg 2028 Term High Yield and Income Index, which comprises U.S. dollar-denominated high yield and BBB-rated corporate bonds scheduled to mature between January 1, 2028, and December 15, 2028, this ETF offers a fixed maturity strategy for investors seeking diversified exposure to bonds with defined maturity dates. Additionally, the IBHH ETF may invest in other ETFs, U.S. government securities, short-term paper, cash equivalents, and money market funds, all within the context of its predetermined investment strategy. Please note that this fund does not aim to return a predetermined amount at maturity or in periodic distributions, making it a unique option for those with specific fixed-income investment goals.
The IBHH Dividend ETF is primarily focused on investing in component securities of the Bloomberg 2028 Term High Yield and Income Index. This ETF may also invest in other exchange-traded funds (ETFs), U.S. government securities, short-term paper, cash, and cash equivalents. It has a specific termination date of December 15, 2028, at which point it will distribute its remaining net assets to shareholders as per a plan of liquidation. The ETF does not aim to provide predetermined amounts at maturity or periodic distributions. The underlying index for IBHH consists of U.S. dollar-denominated, taxable, fixed-rate, high-yield, and BBB or equivalently rated corporate bonds scheduled to mature between January 1, 2028, and December 15, 2028. These bonds must have a face value of $250 million or more at the time of inclusion. The ETF follows a passive indexing approach, aiming to track the performance of its underlying index, and it seeks to invest at least 80% of its assets in the component instruments of the index.
At the heart of the iShares iBonds 2023 Term High Yield and Income ETF (IBHH) lies a commitment to tracking a specific high-yield and income-focused bond index. IBHH is designed to mirror the performance of the iBoxx iShares iBonds Dec 2023 Term High Yield ex-Financials Index. This index comprises high-yield corporate bonds with maturities in 2023, providing investors with exposure to the high-yield bond market while maintaining a defined maturity focus. IBHH's tracking precision aligns with the strategic goals of fixed-income investors seeking a targeted approach to high-yield investments within a specific time frame.
The correlation aspect of the iShares iBonds Dec 2028 Term High Yield and Income ETF (IBHH) is essential for understanding its performance in relation to the Bloomberg 2028 Term High Yield and Income Index. Since IBHH primarily invests in component securities of this index, its correlation with the index is expected to be high, reflecting its objective of tracking the index's performance. This strong correlation makes IBHH a useful tool for investors seeking exposure to high-yield corporate bonds maturing between January 1, 2028, and December 15, 2028. To explore IBHH's correlations with other assets and sectors, investors can use the ETF insider web app, which provides deep and insightful data visualizations, helping them identify overlaps and potential diversification opportunities within the US ETF market.
The IBHH Sector ETF primarily focuses on investing in a diverse range of bonds from the Bloomberg 2028 Term High Yield and Income Index. This index comprises U.S. dollar-denominated, taxable, fixed-rate, high-yield, and BBB-rated corporate bonds scheduled to mature between January 1, 2028, and December 15, 2028. As of its last update in October 2022, the index included approximately 294 component securities. Notably, a significant portion of the index is represented by securities of companies in the communication services and consumer cyclical industries or sectors. The ETF provides exposure to this specific segment of the bond market, offering investors the potential for income and yield while managing various risks associated with high-yield and BBB-rated bonds.
The IBHH ETF''s exposure centers around tracking the Bloomberg 2028 Term High Yield and Income Index, which primarily comprises U.S. dollar-denominated, taxable, fixed-rate, high-yield, and BBB-rated corporate bonds scheduled to mature between January 1, 2028, and December 15, 2028. This ETF provides investors with access to a diversified portfolio of bonds that are considered below investment-grade, commonly referred to as junk bonds, and also includes bonds rated as BBB or equivalent. As of October 31, 2022, the Underlying Index''s components are concentrated in the communication services and consumer cyclical industries or sectors, making it a valuable option for those seeking exposure to these specific areas of the bond market.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.
This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.
5 min readThe IBHH ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the IBHH ETF.
6 min readDiscover the Best State Street ETFs for investors seeking exposure to a diverse range of asset classes. This article explores the top exchange-traded funds (ETFs) offered by State Street Global Advisors, evaluating their performance, holdings, expense ratios, and thematic focuses. Gain valuable insights into State Street ETFs and find opportunities for building a well-rounded investment portfolio
3 min readCompare the MOMO and DWAS ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
