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iShares iBonds Dec 2044 Term Treasury ETF (IBGA)
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Upturn Advisory Summary
04/01/2025: IBGA (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
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 2.79% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 21643 | Beta - | 52 Weeks Range 23.61 - 26.86 | Updated Date 04/1/2025 |
52 Weeks Range 23.61 - 26.86 | Updated Date 04/1/2025 |
Upturn AI SWOT
iShares iBonds Dec 2044 Term Treasury ETF
ETF Overview
Overview
The iShares iBonds Dec 2044 Term Treasury ETF (IBDM) provides exposure to U.S. Treasury bonds maturing in 2044. It aims to provide a predictable income stream and return of principal at maturity, focusing solely on U.S. Treasury securities for maximum creditworthiness and asset allocation.
Reputation and Reliability
BlackRock, the issuer, is one of the world's largest asset managers with a strong reputation and extensive experience in ETF management.
Management Expertise
BlackRock has a highly experienced team of portfolio managers and analysts specializing in fixed-income investments.
Investment Objective
Goal
The fund seeks to provide exposure to U.S. Treasury bonds maturing in the year 2044 and to deliver a return of principal at maturity.
Investment Approach and Strategy
Strategy: IBDM tracks the investment results of an index composed of U.S. Treasury bonds with maturity dates in the year 2044.
Composition The ETF exclusively holds U.S. Treasury bonds, which are considered to be among the safest fixed-income investments.
Market Position
Market Share: The market share for term maturity treasury ETFs is fragmented and dependent on the popularity of specific maturity years.
Total Net Assets (AUM): 204969109
Competitors
Key Competitors
- iShares iBonds Dec 2043 Term Treasury ETF (IBKM)
- Invesco BulletSharesu00ae USD Treasury ETF (BSJY)
- iShares iBonds Dec 2045 Term Treasury ETF (IBDN)
Competitive Landscape
The competitive landscape includes other term treasury ETFs targeting different maturity dates. IBDM benefits from BlackRock's brand recognition and large asset base. The disadvantage is that other term maturity ETFs might offer slightly different maturity profiles or expense ratios.
Financial Performance
Historical Performance: Historical performance varies with interest rate fluctuations and the time remaining until maturity. The data is dynamic and subject to change.
Benchmark Comparison: The ETF's performance is compared to indices tracking U.S. Treasury bonds, such as the ICE BofA US Treasury Index.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
IBDM exhibits a moderate average trading volume, influenced by investor interest and market conditions.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Interest rate changes, inflation expectations, and Federal Reserve policy decisions are the key market environment factors affecting IBDM.
Growth Trajectory
The growth trajectory depends on investor demand for fixed-income products and the perceived attractiveness of U.S. Treasury bonds with 2044 maturities.
Moat and Competitive Advantages
Competitive Edge
IBDM benefits from the strong backing of BlackRock and its established presence in the ETF market. The fund's strategy of holding only U.S. Treasury bonds provides investors with a high level of credit safety. This single focus on a specific maturity year appeals to those seeking predictable returns. IBDM is also designed to offer return of principal at maturity and a source of predictable income.
Risk Analysis
Volatility
IBDM's volatility is relatively low compared to equity ETFs due to the stable nature of U.S. Treasury bonds.
Market Risk
The primary market risk is interest rate risk, where rising interest rates can negatively impact bond prices.
Investor Profile
Ideal Investor Profile
The ideal investor is a conservative, risk-averse individual seeking a predictable income stream and return of principal at a specific future date.
Market Risk
IBDM is best suited for long-term investors seeking a safe, predictable investment with a defined maturity date.
Summary
iShares iBonds Dec 2044 Term Treasury ETF (IBDM) offers targeted exposure to U.S. Treasury bonds maturing in 2044. Backed by BlackRock, the ETF provides a predictable income stream and return of principal at maturity, appealing to conservative investors seeking stability. While its performance is subject to interest rate risk, the fund's focus on U.S. Treasuries ensures high credit quality. IBDM is best suited for long-term, risk-averse investors seeking a buy-and-hold strategy with a defined maturity date.
Similar Companies
Sources and Disclaimers
Data Sources:
- iShares.com
- BlackRock.com
- SEC Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and with the advice of a qualified financial advisor.
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 2044 Term Treasury ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to meet its investment objective generally by investing in individual securities which satisfy the criteria of the index. The underlying index consists of publicly-issued U.S. Treasury securities that are scheduled to mature between January 1, 2044 and December 15, 2044, inclusive.
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