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iShares iBonds Dec 2028 Term Corporate ETF (IBDT)
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Upturn Advisory Summary
04/01/2025: IBDT (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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 6.56% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 428319 | Beta 0.84 | 52 Weeks Range 23.35 - 25.28 | Updated Date 04/1/2025 |
52 Weeks Range 23.35 - 25.28 | Updated Date 04/1/2025 |
Upturn AI SWOT
iShares iBonds Dec 2028 Term Corporate ETF
ETF Overview
Overview
The iShares iBonds Dec 2028 Term Corporate ETF (IBDO) provides exposure to a diversified portfolio of investment-grade U.S. corporate bonds with a defined maturity date in December 2028. The fund's investment strategy aims to deliver a predictable income stream and return of principal at maturity.
Reputation and Reliability
iShares, managed by BlackRock, is a reputable and reliable ETF issuer with a long track record and significant assets under management.
Management Expertise
BlackRock possesses extensive expertise in fixed-income investing, ensuring experienced management of the ETF.
Investment Objective
Goal
The fund seeks to provide investors with exposure to a portfolio of investment-grade U.S. corporate bonds that mature in December 2028, aiming for a predictable return of principal at maturity.
Investment Approach and Strategy
Strategy: IBDO aims to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds scheduled to mature in the year 2028.
Composition The ETF primarily holds U.S. corporate bonds with investment-grade ratings, diversified across various sectors.
Market Position
Market Share: Data for IBDO's specific market share is not readily available without proprietary data sources.
Total Net Assets (AUM): 99470000
Competitors
Key Competitors
- Invesco BulletShares 2028 Corporate Bond ETF (BSCS)
- Invesco BulletShares 2029 Corporate Bond ETF (BSCT)
- Xtrackers Municipal Series 2027 Term Maturity ETF (XMPT)
Competitive Landscape
The term corporate bond ETF market is competitive, with iShares and Invesco being key players. IBDO offers the backing of BlackRock and a focus on 2028 maturity. BSCS has a comparable investment objective and could offer similar performance, and others like XMPT, while municipal-focused, fill the income investment need.
Financial Performance
Historical Performance: Historical performance data requires external, real-time data retrieval. Data not available at time of json generation.
Benchmark Comparison: Benchmark comparison requires external, real-time data retrieval. Data not available at time of json generation.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
IBDO's average trading volume provides sufficient liquidity for most investors.
Bid-Ask Spread
IBDO's bid-ask spread is generally tight, reducing trading costs.
Market Dynamics
Market Environment Factors
IBDO's performance is influenced by interest rate movements, credit spreads, and overall economic conditions.
Growth Trajectory
The ETF's growth trajectory depends on investor demand for defined maturity bond strategies and the prevailing interest rate environment.
Moat and Competitive Advantages
Competitive Edge
IBDO benefits from the strong brand recognition and distribution network of iShares. Its defined maturity date provides investors with a clear investment horizon. Diversification across investment-grade corporate bonds reduces credit risk. IBDO could provide an attractive alternative to individual bond holdings.
Risk Analysis
Volatility
IBDO's volatility is relatively low compared to equity ETFs, but it is susceptible to interest rate risk and credit risk.
Market Risk
Market risk associated with IBDO includes interest rate fluctuations and potential credit downgrades of the underlying corporate bonds.
Investor Profile
Ideal Investor Profile
IBDO is suitable for investors seeking a predictable income stream, a return of principal at maturity, and exposure to investment-grade corporate bonds.
Market Risk
IBDO is most suitable for long-term investors and those seeking passive index exposure to the corporate bond market.
Summary
iShares iBonds Dec 2028 Term Corporate ETF (IBDO) provides exposure to a diversified portfolio of investment-grade U.S. corporate bonds maturing in December 2028. It offers a defined maturity date and aims to provide a predictable income stream. Managed by BlackRock, IBDO offers the reliability and expertise of a leading ETF issuer. The ETF is best suited for long-term investors seeking income and capital preservation with a defined investment horizon. Its performance is subject to interest rate and credit risk, but its investment-grade focus helps mitigate potential losses.
Similar Companies
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
Sources and Disclaimers
Data Sources:
- iShares Website
- BlackRock Website
- SEC Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share data can be difficult to obtain precisely and may be based on estimates. Performance data and market conditions are subject to change.
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 2028 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 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.
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