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iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF (IBDV)
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Upturn Advisory Summary
04/01/2025: IBDV (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 2.84% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 406760 | Beta 1.13 | 52 Weeks Range 19.82 - 21.83 | Updated Date 04/2/2025 |
52 Weeks Range 19.82 - 21.83 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
ETF Overview
Overview
The iShares iBonds Dec 2030 Term Corporate ETF (IBDQ) seeks to provide exposure to a broad range of U.S. dollar-denominated investment-grade corporate bonds that mature in the year 2030, offering a defined maturity date.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is one of the largest and most reputable asset managers globally, known for its extensive experience and wide range of ETF offerings.
Management Expertise
BlackRock has a highly experienced team of portfolio managers and analysts dedicated to fixed-income investments, ensuring robust management of the iBonds ETF.
Investment Objective
Goal
To seek to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds maturing in 2030.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of its underlying index, the ICE 2030 Maturity Corporate Index.
Composition The ETF holds a diversified portfolio of U.S. dollar-denominated, investment-grade corporate bonds with maturity dates in 2030.
Market Position
Market Share: Data not readily available to calculate precise market share.
Total Net Assets (AUM): 103370000
Competitors
Key Competitors
- Invesco BulletShares 2030 Corporate Bond ETF (BSCO)
- Xtrackers Barclays US Investment Grade Corporate Bond ETF (LQD)
- Vanguard Total Corporate Bond ETF (VTC)
Competitive Landscape
The term corporate bond ETF market is competitive, with several issuers offering similar strategies. IBDQ competes on its expense ratio, tracking accuracy, and liquidity, while BSCO provides a similar term structure but with slightly different underlying indices. LQD and VTC offer broad exposure to the investment-grade corporate bond market but are not term-specific, making them different options.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial sources. Consider looking at 1yr, 3yr, and 5yr return.
Benchmark Comparison: The ETF's performance can be compared against the ICE 2030 Maturity Corporate Index.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
The average daily trading volume for IBDQ can fluctuate, but it generally experiences moderate liquidity, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for IBDQ is typically tight, reflecting the ETF's decent liquidity and indicating lower trading costs.
Market Dynamics
Market Environment Factors
The performance of IBDQ is influenced by interest rate movements, credit spreads, and overall economic conditions. Changes in interest rates affect bond yields, while credit spreads reflect the perceived risk of corporate debt.
Growth Trajectory
The growth trajectory depends on investor demand for defined-maturity corporate bond exposure and the ETF's ability to maintain low tracking error. Strategic changes or adjustments to holdings are not explicitly noted.
Moat and Competitive Advantages
Competitive Edge
IBDQ's competitive advantage lies in its defined maturity structure, allowing investors to target a specific year for bond maturities. This feature is useful for liability matching and creating bond ladders. The ETF's low expense ratio and reputable issuer further enhance its appeal, differentiating it from less liquid or higher-cost alternatives. These factors make it attractive to investors seeking predictable income streams and capital preservation with a targeted exit strategy.
Risk Analysis
Volatility
The volatility of IBDQ is primarily influenced by interest rate sensitivity and credit risk associated with its corporate bond holdings.
Market Risk
Market risk arises from changes in interest rates, credit spreads, and overall economic conditions. Credit risk is also present, as corporate bond values can decline if the issuer's creditworthiness deteriorates.
Investor Profile
Ideal Investor Profile
IBDQ is suitable for investors seeking a defined-maturity investment in investment-grade corporate bonds, particularly those planning for specific future liabilities or goals in or around 2030.
Market Risk
IBDQ is best suited for long-term investors who are looking for a predictable income stream and potential capital appreciation, with a planned exit around the maturity date.
Summary
The iShares iBonds Dec 2030 Term Corporate ETF (IBDQ) offers targeted exposure to investment-grade corporate bonds maturing in 2030. Its defined maturity structure makes it attractive for investors with specific future financial goals, while its low expense ratio and reputable issuer provide additional benefits. The ETF's performance is influenced by interest rate movements and credit spreads, making it suitable for long-term investors seeking a predictable income stream with a known maturity date. IBDQ provides diversification within the corporate bond market and can be a valuable tool for liability matching and bond laddering strategies.
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Sources and Disclaimers
Data Sources:
- iShares.com
- BlackRock.com
- Morningstar.com
Disclaimers:
Data and analysis provided are for informational purposes only and do not constitute financial advice. Investors should conduct their own research and consult with a financial advisor before making 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 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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