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- Upturn Summary
- Fund Details
Upturn AI Summary
iShares Interest Rate Hedged Long-Term Corporate Bond ETF(IGBH)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IGBH
10/08/2026: IGBH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
IGBH offers targeted exposure to long-term investment-grade corporate bonds while simultaneously hedging against interest rate risk using Treasury futures. By isolating credit spreads, it provides a unique tool for investors looking to benefit from corporate yield without being exposed to duration-related price drops. The fund is managed by BlackRock and carries a competitive 0.20% expense ratio, making it a professional-grade instrument. Key risks include exposure to credit spread widening during economic downturns and the inherent complexity of its hedging strategy. It is best suited for sophisticated investors who seek to manage interest rate exposure in their fixed-income allocations.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This ETF focuses on credit yield rather than capital appreciation typical of growth assets. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may use this to play credit spread tightening in a neutral rate environment. |
| Value investor | Mixed fit | Value investors might see opportunities in credit spreads when bond prices are undervalued. |
| Dividend/Income investor | Strong fit | The fund provides consistent income from the corporate bond portfolio while removing interest rate volatility. |
| Low-risk investor | Mixed fit | While it reduces rate risk, credit risk remains, which may concern extremely risk-averse investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is an institutional or sophisticated retail individual who seeks credit risk exposure but is concerned about rising interest rates affecting bond prices.
Suitability
Best for long-term investors or those utilizing tactical asset allocation to manage duration risks in a fixed-income portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The hedge reduces duration-driven volatility but credit spreads can still fluctuate significantly. |
| Market risk | Medium | General market downturns often cause credit spreads to widen, impacting the fund's value. |
| Concentration | Medium | The fund is concentrated in long-term investment-grade corporate debt. |
| Tracking/expense | Low | The low expense ratio and BlackRock management result in efficient index tracking. |
| Liquidity | Medium | As a niche product, liquidity can tighten during extreme market stress. |
| Business/sector quality | Low | The underlying bonds consist of investment-grade issuers, generally indicating high business quality. |
Risk Analysis
Volatility
IGBH exhibits volatility largely tied to corporate credit spreads rather than the broader interest rate environment, making its risk profile distinct.
Market Risk
The primary risk is credit spread risk; should corporate health decline or investor appetite for risk assets vanish, the fund will suffer losses regardless of the interest rate hedge.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | Long-Term US Corporate Bonds | 100 | This component provides the primary yield and credit risk exposure of the fund. |
| Derivatives | Short US Treasury Futures | These positions are used to hedge interest rate risk, effectively reducing the fund's overall duration near zero. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 17.41% | Avg. Invested days 92 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/08/2026 |
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