FIBR

iShares Edge U.S. Fixed Income Balanced Risk ETF
B

69
  • Overview
  • Efficiency
  • Tradability
  • Fit

FIBR Fund Description

The iShares Edge U.S. Fixed Income Balanced Risk ETF tracks an index composed of USD-denominated bonds and Treasury futures. The index seeks to equalize exposure to interest rate risk and credit risk.

FIBR Factset Analytics Insight

All fixed income investors face two major risk and return factors: interest rate risk and credit risk. FIBR attempts to provide risk-adjusted returns by tracking an index that provides roughly equal duration and credit spread exposure. In theory, FIBR should perform well in most interest rate and credit environments. The fund will do poorly when rates rise and credit spreads widen simultaneously, but this is an uncommon occurrence. Aside from Treasurys and Treasury futures (including possible short positions), FIBR has exposure to MBS, short- and intermediate-term investment-grade bonds, and high-yield securities.
Use caution when trading FIBR. Its onscreen liquidity is usually adequate, though limit orders are strongly recommended. Larger investors may also face some challenges to efficient block execution. FIBR charges a reasonable fee in light of its complex methodology and duration-hedged overlay.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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FIBR Top 10 Countries View All

FIBR Top 10 Sectors View All

FIBR Top 10 Holdings View All

FIBR Summary Data

BlackRock
iShares
02/26/15
Open-Ended Fund
0.25%
$146.52M
$1.09M
0.16%

FIBR Portfolio Data

5.16
16.18Years
3.84%
03/01/18
653

FIBR Index Data

N/A
Proprietary
Proprietary
Bloomberg Barclays U.S. Universal Index

Related ETFs to FIBR

BYLD, IUSB, AGGP, LSST
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

FIBR Portfolio Management

0.25%
--
--
--

FIBR Tax Exposures

20.00% / 39.60%
--
Ordinary income
No

FIBR Fund Structure

Open-Ended Fund
No
Yes
80% / 20%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

FIBR Factset Analytics Block Liquidity

As of 02/16/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of FIBR. FIBR is rated a 3 out of 5.

FIBR Tradability

10,911
$1.09M
7,236
$717.41K
0.16%
$0.16
0.24%
0.44% / -0.03%
None
100.00%
50,000
0.14
0.01%
--
--
$97.84
3

FIBR Performance Statistics

0.87
0.67
--
--
--

FIBR Holdings Statistics

FIBRSegment Benchmark
5.57 5.16
2.88% 3.84%
Low Low
14742 653

FIBR Maturity Distribution

0.59% 4.78%
20.17% 19.10%
17.73% 17.13%
11.29% 7.66%
12.76% 15.55%
37.46% 35.78%

FIBR Credit Breakdown

59.98% 37.54%
5.19% 4.74%
11.09% 17.29%
14.45% 28.78%
4.42% 6.95%
3.20% 3.61%
1.02% 1.03%
0.14% 0.07%
0.01% 0.00%