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iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF (IBDW)
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Upturn Advisory Summary
03/27/2025: IBDW (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 -1.28% | Avg. Invested days 39 | 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 03/27/2025 |
Key Highlights
Volume (30-day avg) 259450 | Beta 1.26 | 52 Weeks Range 18.90 - 20.87 | Updated Date 03/28/2025 |
52 Weeks Range 18.90 - 20.87 | Updated Date 03/28/2025 |
Upturn AI SWOT
iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
ETF Overview
Overview
The iShares iBonds Dec 2031 Term Corporate ETF (IBDM) seeks to provide exposure to a broad range of U.S. dollar-denominated investment-grade corporate bonds with effective maturities in 2031. It aims to deliver the yield of the underlying bonds while holding them until their maturity year.
Reputation and Reliability
iShares is a well-established and reputable ETF provider with a long track record of managing various ETFs. BlackRock, the parent company, is one of the world's largest asset managers, ensuring a high level of reliability.
Management Expertise
The ETF is managed by experienced professionals at BlackRock, leveraging their expertise in fixed-income investing and ETF management.
Investment Objective
Goal
The fund seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds maturing in 2031.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the ICE 2031 Maturity Corporate Index, focusing on holding bonds until their maturity year.
Composition The ETF holds a diversified portfolio of investment-grade corporate bonds, primarily from U.S. issuers, across various sectors.
Market Position
Market Share: IBDM holds a moderate market share within the defined maturity corporate bond ETF category.
Total Net Assets (AUM): 352521041
Competitors
Key Competitors
- Invesco BulletShares 2031 Corporate Bond ETF (BSKU)
- Xtrackers Barclays US Investment Grade Corporate Bond ETF (LQD)
Competitive Landscape
The defined maturity corporate bond ETF market is moderately competitive. IBDM offers a specific maturity target, while its competitors may have slightly different approaches. IBDM's strength lies in its target maturity and association with iShares. LQD has much higher AUM, but also has a shorter duration.
Financial Performance
Historical Performance: Historical performance data should be analyzed from reliable financial data providers. Past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance should be compared to the ICE 2031 Maturity Corporate Index to assess tracking effectiveness.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
IBDM has a moderate average trading volume, which is generally sufficient for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting adequate liquidity, but can vary based on market conditions.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and credit spreads can all significantly influence IBDM's performance. Changes in the yield curve and corporate creditworthiness are important factors.
Growth Trajectory
Growth trends depend on investor demand for defined maturity bond ETFs. Future growth may be tied to overall bond market performance and interest rate expectations.
Moat and Competitive Advantages
Competitive Edge
IBDM's competitive advantage lies in its iShares brand recognition, its defined maturity date, and the broad diversification of its bond holdings. It offers a transparent and efficient way for investors to target exposure to corporate bonds maturing in 2031. The ETFu2019s association with BlackRock provides investors with a high degree of confidence. The targeted maturity simplifies portfolio planning for investors with specific investment horizons.
Risk Analysis
Volatility
As a fixed income ETF, IBDM typically exhibits lower volatility than equity ETFs. However, interest rate risk and credit risk can still impact its value.
Market Risk
The ETF is subject to interest rate risk (rising rates can decrease bond values) and credit risk (issuers may default on their obligations). The potential for credit spread widening is also a consideration.
Investor Profile
Ideal Investor Profile
IBDM is suited for investors seeking predictable income and capital preservation with a specific time horizon ending in 2031. It's ideal for those planning for retirement or other long-term goals.
Market Risk
The ETF is best for long-term investors who understand fixed income investing and have a clear investment horizon aligned with the ETF's maturity date.
Summary
The iShares iBonds Dec 2031 Term Corporate ETF (IBDM) provides targeted exposure to investment-grade corporate bonds maturing in 2031, offering a blend of income and capital preservation. Managed by BlackRock's iShares, it benefits from strong brand recognition and low expenses. Investors should be mindful of interest rate and credit risks. It is suitable for long-term investors with horizons aligned with the maturity date, seeking to meet specific future financial goals.
Similar Companies
- BSKU
- IBDO
- ISCB
Sources and Disclaimers
Data Sources:
- iShares Website
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Past performance is not indicative of future results.
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 2031 Term Corporate ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is composed of U.S. dollar-denominated, taxable, investment-grade corporate bonds scheduled to mature between January 1, 2031 and December 15, 2031, inclusive. 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. It is non-diversified.
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