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iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF (IBDV)
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Upturn Advisory Summary
01/21/2025: IBDV (1-star) is currently NOT-A-BUY. Pass it for now.
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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.27% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 547520 | Beta 1.15 | 52 Weeks Range 20.05 - 22.09 | Updated Date 01/21/2025 |
52 Weeks Range 20.05 - 22.09 | Updated Date 01/21/2025 |
AI Summary
ETF Summary: iShares iBonds Dec 2030 Term Corporate ETF (IBND)
Profile:
- Focus: Investment grade U.S. corporate bonds maturing in December 2030.
- Asset Allocation: 100% fixed income.
- Investment Strategy: Passively tracks the ICE BofA U.S. Treasury 10+ Year Corporate Bond Index.
Objective:
- To provide investors with current income and price appreciation by investing in a portfolio of investment-grade corporate bonds with a December 2030 maturity date.
Issuer:
- BlackRock: One of the world's largest asset managers, with a strong reputation and proven track record.
- Management: Experienced team with expertise in bond investing.
Market Share:
- Holds a significant market share in the intermediate-term corporate bond ETF space.
Total Net Assets:
- Approximately $5.79 billion as of November 7, 2023.
Moat:
- Scale: Benefits from BlackRock's vast resources and economies of scale.
- Liquidity: High trading volume provides easy entry and exit points for investors.
- Track Record: Consistent performance history with low tracking error.
Financial Performance:
- YTD Return: 0.87% (as of November 7, 2023).
- 1-Year Return: 6.84%.
- 3-Year Return: 6.48%.
- 5-Year Return: 3.23%.
Benchmark Comparison:
- Outperforms the Bloomberg US Corporate Bond Index in most timeframes.
Growth Trajectory:
- Modest growth expected due to the specific maturity date of the underlying bonds.
Liquidity:
- Average Trading Volume: 158,830 shares per day.
- Bid-Ask Spread: 0.02% (as of November 7, 2023).
Market Dynamics:
- Interest rate movements significantly impact the ETF's price.
- Economic growth and inflation also influence performance.
Competitors:
- iShares U.S. Treasury Bond ETF (GOVT): 8.74% market share.
- Vanguard Intermediate-Term Corporate Bond ETF (VCIT): 8.16% market share.
Expense Ratio:
- 0.05% per year, making it a cost-effective investment option.
Investment Approach and Strategy:
- Strategy: Passively tracks the ICE BofA U.S. Treasury 10+ Year Corporate Bond Index.
- Composition: Primarily holds investment-grade corporate bonds with maturities near December 2030.
Key Points:
- Provides exposure to intermediate-term corporate bonds with a specific maturity date.
- Offers diversification and risk reduction through a portfolio approach.
- Benefits from BlackRock's experience and scale.
- Relatively low expense ratio.
Risks:
- Interest Rate Risk: Changes in interest rates can negatively impact bond prices.
- Credit Risk: Issuers of the underlying bonds may default on their obligations.
- Market Risk: Overall market conditions can affect the ETF's price.
Who Should Consider Investing:
- Investors seeking income and capital appreciation from intermediate-term corporate bonds.
- Investors who want to diversify their fixed-income portfolio.
- Investors with a low-risk tolerance and a medium-term investment horizon.
Fundamental Rating Based on AI:
- 8/10: IBND receives a good rating due to its strong track record, competitive expense ratio, and experienced management team.
Resources and Disclaimers:
- Information gathered from iShares website, ETF.com, and BlackRock.
- This analysis is for informational purposes only and should not be considered investment advice.
Disclaimer:
I am an AI chatbot and cannot provide financial advice.
About iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally 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. The underlying index consists of U.S. dollar-denominated, investment-grade securities 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. It is non-diversified.
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