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iShares iBonds Dec 2054 Term Treasury ETF (IBGK)
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Upturn Advisory Summary
04/01/2025: IBGK (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 -3.3% | Avg. Invested days 24 | 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) 268 | Beta - | 52 Weeks Range 22.99 - 26.89 | Updated Date 04/1/2025 |
52 Weeks Range 22.99 - 26.89 | Updated Date 04/1/2025 |
Upturn AI SWOT
iShares iBonds Dec 2054 Term Treasury ETF
ETF Overview
Overview
The iShares iBonds Dec 2054 Term Treasury ETF (IBZF) is a fixed income ETF that invests primarily in U.S. Treasury bonds maturing in 2054. The fund seeks to provide investment results that correspond generally to the price and yield performance of the ICE 2054 Maturity US Treasury Index. It offers a defined maturity date, allowing investors to target a specific timeframe for their fixed income investments.
Reputation and Reliability
iShares is a well-known and reputable ETF issuer with a long track record in the market.
Management Expertise
BlackRock, the parent company of iShares, has extensive expertise in managing fixed income portfolios.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance of the ICE 2054 Maturity US Treasury Index.
Investment Approach and Strategy
Strategy: Tracks a specific index, the ICE 2054 Maturity US Treasury Index.
Composition Primarily holds U.S. Treasury bonds with maturities in 2054.
Market Position
Market Share: Data on market share for this specific maturity range can be fragmented, but iShares typically holds a significant position in the bond ETF market.
Total Net Assets (AUM): 96480000
Competitors
Key Competitors
- iShares iBonds Dec 2053 Term Treasury ETF (IBZE)
- iShares iBonds Dec 2055 Term Treasury ETF (IBZG)
Competitive Landscape
The competitive landscape within defined-maturity Treasury ETFs is relatively concentrated, with iShares being a dominant player. IBZF competes with other iBonds ETFs that mature in adjacent years. IBZF's advantage lies in its targeted maturity date and the backing of BlackRock's resources.
Financial Performance
Historical Performance: Historical performance data should be evaluated based on the fund's returns since inception, taking into account prevailing interest rate environments.
Benchmark Comparison: The ETF's performance should be compared to the ICE 2054 Maturity US Treasury Index to assess tracking accuracy.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The average trading volume for IBZF suggests reasonable liquidity, allowing investors to buy and sell shares efficiently.
Bid-Ask Spread
The bid-ask spread for IBZF is generally tight, indicating lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators such as inflation, interest rates, and Federal Reserve policy significantly influence the performance of IBZF.
Growth Trajectory
The growth trajectory of IBZF is dependent on investor demand for defined-maturity Treasury ETFs and prevailing interest rate conditions, with shifts in monetary policy having direct impacts.
Moat and Competitive Advantages
Competitive Edge
IBZF benefits from the strong brand recognition of iShares and BlackRock, which lends credibility and attracts investors. Its defined maturity date offers a unique advantage for investors seeking to target specific financial goals. The ETF's focus on U.S. Treasury bonds provides a high level of credit quality and reduces credit risk. Additionally, the ETF's low expense ratio contributes to its competitive position.
Risk Analysis
Volatility
IBZF's volatility is influenced by interest rate fluctuations; rising rates can negatively impact the fund's price.
Market Risk
The primary market risk is interest rate risk, where changes in interest rates can affect the value of the underlying Treasury bonds.
Investor Profile
Ideal Investor Profile
IBZF is suitable for investors seeking predictable fixed income exposure with a specific maturity date. Ideal for those planning for future liabilities, such as retirement or education expenses in 2054.
Market Risk
IBZF is best suited for long-term investors who want to lock in a yield and hold the ETF until its maturity date.
Summary
The iShares iBonds Dec 2054 Term Treasury ETF provides targeted exposure to U.S. Treasury bonds maturing in 2054. Its defined maturity date and low expense ratio make it attractive for long-term investors with specific financial goals. The fund is primarily subject to interest rate risk, but its high credit quality offers a degree of safety. IBZF is managed by BlackRock/iShares. Investors should consider their risk tolerance and investment horizon before investing in IBZF.
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Sources and Disclaimers
Data Sources:
- iShares.com
- BlackRock.com
- SEC Filings
- MarketWatch.com
- Bloomberg.com
Disclaimers:
Data and analysis provided are for informational purposes only and should not be considered financial advice. Investors should conduct their own due diligence before making investment decisions. Market data is subject to change. Market share is an estimate based on AUM of similar ETFs.
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 2054 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, 2054 and December 15, 2054, inclusive.
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