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iShares iBonds Dec 2025 Term Treasury ETF (IBTF)
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Upturn Advisory Summary
04/01/2025: IBTF (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
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 7.19% | Avg. Invested days 128 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 521593 | Beta 0.28 | 52 Weeks Range 22.13 - 23.31 | Updated Date 04/2/2025 |
52 Weeks Range 22.13 - 23.31 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares iBonds Dec 2025 Term Treasury ETF
ETF Overview
Overview
The iShares iBonds Dec 2025 Term Treasury ETF (IBTF) provides exposure to U.S. Treasury bonds maturing in 2025. It offers a defined maturity date, seeking to provide predictable income and return of principal upon maturity. It focuses exclusively on U.S. Treasury securities.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation for reliability and innovation in the ETF market.
Management Expertise
BlackRock has extensive experience in managing fixed-income ETFs, with a team of experienced professionals dedicated to portfolio management and risk assessment.
Investment Objective
Goal
Seeks to provide exposure to a portfolio of U.S. Treasury bonds maturing in 2025 and to deliver a return of principal at maturity.
Investment Approach and Strategy
Strategy: The ETF invests in U.S. Treasury bonds with a final maturity date in the year 2025.
Composition The ETF holds a portfolio of U.S. Treasury bonds. These bonds are considered very low-risk investments because they are backed by the U.S. government.
Market Position
Market Share: Data unavailable for market share of just 2025 maturity treasuries.
Total Net Assets (AUM): 630486816
Competitors
Key Competitors
- Fidelity Corporate Bond ETF (FCOR)
- SPDR Portfolio Aggregate Bond ETF (SPAB)
- Vanguard Total Bond Market ETF (BND)
Competitive Landscape
The competitive landscape for fixed-income ETFs is quite crowded, with major players like Vanguard, State Street, and Fidelity offering similar products. IBTF competes based on its defined maturity date, providing more predictable cash flows than broad bond market ETFs but less diversification than aggregate bond ETFs. A key advantage is the focus on treasuries, limiting credit risk compared to corporate bond ETFs.
Financial Performance
Historical Performance: Data unavailable for structured performance data.
Benchmark Comparison: IBTF is compared to U.S. Treasury indices and other bond market ETFs. Performance will track closely with the movement of U.S. Treasury yields.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The ETF's average trading volume indicates sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is tight, reflecting the liquidity of U.S. Treasury securities.
Market Dynamics
Market Environment Factors
Interest rate changes, inflation expectations, and the Federal Reserve's monetary policy significantly impact IBTF's performance. Government fiscal policy also impacts treasury supply and demand.
Growth Trajectory
The ETF's growth is tied to investor demand for defined-maturity bond investments. Changes in interest rate expectations can impact the fund's attractiveness.
Moat and Competitive Advantages
Competitive Edge
IBTF's competitive advantage lies in its defined maturity date, which provides investors with predictable cash flows and a return of principal at maturity. It also provides exposure to U.S. Treasury securities, considered to be among the safest investments globally. The ETF is useful for laddering fixed-income portfolios and allows investors to better manage interest rate risk. The fund's low expense ratio also helps in making it an attractive investment. It offers a way to target a specific year without directly buying individual treasuries.
Risk Analysis
Volatility
IBTF's volatility is relatively low due to its exposure to U.S. Treasury bonds. However, it is still subject to interest rate risk.
Market Risk
The primary market risk is interest rate risk. Rising interest rates can cause the value of the bonds held by the ETF to decline. Reinvestment risk is low, as the bonds mature at the end of 2025.
Investor Profile
Ideal Investor Profile
The ideal investor for IBTF is a risk-averse investor seeking a defined-maturity fixed-income investment, such as retirees, those saving for a specific goal with a target date near 2025, or those looking to diversify their portfolio with low-risk assets.
Market Risk
IBTF is best suited for long-term investors seeking a predictable return of principal and a stable income stream.
Summary
The iShares iBonds Dec 2025 Term Treasury ETF is a low-risk investment suitable for investors seeking a defined maturity date and exposure to U.S. Treasury bonds. Its primary advantage is the return of principal and it could fit well in fixed income allocations. Interest rate risk is present. BlackRock's strong reputation supports its management.
Similar Companies
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TLT
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VGIT
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VGIT
Vanguard Intermediate-Term Treasury Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data can vary and is presented for illustrative purposes only.
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 2025 Term Treasury ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its assets in the component securities of the underlying index, and it will invest at least 90% of its assets in U.S. Treasury securities that BFA believes will help the fund track the underlying index. The underlying index consists of publicly-issued U.S. Treasury securities that are scheduled to mature between January 1, 2025 and December 15, 2025, inclusive.
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