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IBDX
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iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF (IBDX)

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$24.82
Delayed price
Profit since last BUY1.02%
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Consider higher Upturn Star rating
BUY since 33 days
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Upturn Advisory Summary

03/27/2025: IBDX (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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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 4.45%
Avg. Invested days 40
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 03/27/2025

Key Highlights

Volume (30-day avg) 196050
Beta -
52 Weeks Range 22.86 - 25.53
Updated Date 03/27/2025
52 Weeks Range 22.86 - 25.53
Updated Date 03/27/2025

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iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF

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ETF Overview

Overview

The iShares iBonds Dec 2032 Term Corporate ETF (IBDM) seeks to provide exposure to a broad range of U.S. dollar-denominated investment-grade corporate bonds that mature in the year 2032. The ETF aims to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds scheduled to mature in December 2032, providing targeted maturity exposure.

Reputation and Reliability

BlackRock is a globally recognized and reputable asset manager with a long track record of managing ETFs.

Management Expertise

BlackRock has extensive expertise in fixed-income investments and ETF management, ensuring competent management of IBDM.

Investment Objective

Goal

To seek to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds scheduled to mature in December 2032.

Investment Approach and Strategy

Strategy: The ETF employs a 'passive' or indexing investment approach, attempting to track the performance of the ICE 2032 Maturity Corporate Index.

Composition The ETF primarily holds U.S. dollar-denominated, investment-grade corporate bonds maturing in December 2032.

Market Position

Market Share: Data unavailable without live market data.

Total Net Assets (AUM): 133181265.0

Competitors

Key Competitors

  • Invesco BulletShares 2032 Corporate Bond ETF (BSCW)

Competitive Landscape

The competitive landscape consists of other target maturity corporate bond ETFs. IBDM competes with other issuers on expense ratio, tracking error, and liquidity. IBDM's affiliation with BlackRock provides a strong brand advantage; however, smaller competitors might offer slightly different bond selection strategies.

Financial Performance

Historical Performance: Historical performance data unavailable without live market data.

Benchmark Comparison: Benchmark comparison data unavailable without live market data.

Expense Ratio: 0.10

Liquidity

Average Trading Volume

The ETF's average trading volume provides sufficient liquidity for most investors.

Bid-Ask Spread

The bid-ask spread provides insight into trading costs; typically it is competitive.

Market Dynamics

Market Environment Factors

Interest rate movements, credit spreads, and overall economic conditions influence IBDM's performance.

Growth Trajectory

IBDM's growth is tied to investor demand for defined maturity bond exposure. Changes to strategy would primarily involve adjustments to tracking the underlying index.

Moat and Competitive Advantages

Competitive Edge

IBDM benefits from BlackRock's strong brand recognition and extensive distribution network. Its defined maturity structure offers investors a predictable cash flow stream, making it attractive for retirement planning or liability matching. The ETF's low expense ratio also contributes to its competitiveness. Its investment-grade focus provides relative safety compared to high-yield alternatives. The term structure reduces reinvestment risk.

Risk Analysis

Volatility

IBDM's volatility is moderate, reflecting the investment-grade nature of its holdings.

Market Risk

IBDM is subject to interest rate risk (rising rates can decrease bond values), credit risk (risk of issuer default), and inflation risk.

Investor Profile

Ideal Investor Profile

IBDM is suitable for investors seeking defined maturity exposure to investment-grade corporate bonds, particularly those planning for specific future liabilities or retirement income.

Market Risk

IBDM is best suited for long-term investors who want predictable cash flows and a defined maturity date.

Summary

iShares iBonds Dec 2032 Term Corporate ETF provides exposure to investment-grade corporate bonds maturing in 2032. It offers a defined maturity strategy, suitable for long-term investors. BlackRock's management expertise and low expense ratio enhance its attractiveness. Investors should consider interest rate and credit risks. Its value lies in its predictability and focused maturity date.

Similar Companies

  • BSCW
  • IBDO
  • IBDP
  • IBDQ
  • IBDR

Sources and Disclaimers

Data Sources:

  • iShares website
  • BlackRock website
  • ETF.com

Disclaimers:

Data is based on available information and may be subject to change. Investment involves risk, including the potential loss of principal. Consult with a financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About iShares Trust - iShares iBonds Dec 2032 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 in non-U.S. issuers to the extent necessary for it to track the index. It will invest at least 80% of its assets in the component instruments of the index, and the fund will invest at least 90% of its assets in fixed income securities of the types included in the index that BFA believes will help the fund track the underlying index. The fund is non-diversified.

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