Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares iBonds Dec 2026 Term Corporate ETF (IBDR)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/27/2025: IBDR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 6.55% | Avg. Invested days 87 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 570067 | Beta 0.51 | 52 Weeks Range 22.73 - 24.20 | Updated Date 03/28/2025 |
52 Weeks Range 22.73 - 24.20 | Updated Date 03/28/2025 |
Upturn AI SWOT
iShares iBonds Dec 2026 Term Corporate ETF
ETF Overview
Overview
The iShares iBonds Dec 2026 Term Corporate ETF (IBDN) provides exposure to a diversified portfolio of investment-grade U.S. corporate bonds that mature in 2026. It offers a predictable maturity date and income stream, targeting a defined maturity approach.
Reputation and Reliability
BlackRock is a reputable and reliable issuer, known for its extensive experience and broad range of ETF offerings.
Management Expertise
BlackRock has a seasoned management team with expertise in fixed-income investing and ETF management.
Investment Objective
Goal
To seek to provide investment results that correspond to the price and yield performance, before fees and expenses, of the ICE 2026 Maturity Corporate Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the ICE 2026 Maturity Corporate Index, a rules-based index consisting of investment-grade corporate bonds with a maturity date in 2026.
Composition The ETF holds investment-grade U.S. corporate bonds. These bonds must mature in the year 2026.
Market Position
Market Share: IBDN holds a notable share within the defined maturity corporate bond ETF segment.
Total Net Assets (AUM): 560000000
Competitors
Key Competitors
- Invesco BulletShares 2026 Corporate Bond ETF (BSFQ)
- Guggenheim BulletShares Corporate Bond ETF (BSCQ)
Competitive Landscape
The competitive landscape includes similar term-maturity corporate bond ETFs. IBDN benefits from BlackRock's strong brand and established distribution network, but competitors may offer slightly different index tracking or expense ratios. A key advantage is IBDN offers relatively high liquidity and larger AUM.
Financial Performance
Historical Performance: Historical performance will vary with interest rate fluctuations and credit spreads. Performance data is available from the iShares website. Past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance should closely track its underlying ICE 2026 Maturity Corporate Index.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The ETF typically exhibits moderate to high average trading volume, facilitating relatively easy entry and exit for investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating good liquidity and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators (interest rates, inflation), credit spreads, and corporate bond market sentiment influence IBDN's performance.
Growth Trajectory
Growth depends on investor demand for defined maturity fixed income products and prevailing market conditions. There are no major strategy changes expected.
Moat and Competitive Advantages
Competitive Edge
IBDN benefits from BlackRock's brand recognition, distribution capabilities, and economies of scale. The defined maturity structure provides a predictable income stream and return of principal at maturity, appealing to investors seeking liability matching. A large AUM leads to better liquidity and narrower bid-ask spreads. BlackRock's expertise in fixed income markets further enhances its competitive position. The ETF tracks a well-established index with clear rules.
Risk Analysis
Volatility
Volatility is moderate, reflecting the investment-grade nature of the underlying corporate bonds.
Market Risk
The ETF is subject to interest rate risk (rising rates decrease bond values) and credit risk (downgrades or defaults of the underlying bonds).
Investor Profile
Ideal Investor Profile
Investors seeking a predictable income stream, return of principal at a specific date (2026), and exposure to investment-grade corporate bonds.
Market Risk
IBDN is suitable for long-term investors, those planning for specific future liabilities, and individuals seeking a defined maturity fixed income investment.
Summary
IBDN offers targeted exposure to investment-grade corporate bonds maturing in 2026, providing a predictable maturity date and income stream. BlackRock's strong reputation and large AUM contribute to its competitiveness. The ETF is subject to interest rate and credit risk. It is most suitable for long-term investors seeking defined maturity fixed income and income generation. Investors should consider expense ratio and compare with other defined maturity corporate bond ETFs.
Similar Companies
- BSFQ
- BSCQ
- IBDM
- IBDO
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- ETF.com
- Morningstar
Disclaimers:
This data is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Investors should consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares iBonds Dec 2026 Term Corporate ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its assets in the component instruments of the underlying index, and it will invest at least 90% of its assets in fixed income securities of the types included in the underlying index. The index consists of U.S. dollar-denominated, investment-grade securities publicly issued by U.S. and non-U.S. corporate issuers that have $300 million or more of outstanding face value at the time of inclusion.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.