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iShares iBonds Dec 2026 Term Treasury ETF (IBTG)
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Upturn Advisory Summary
04/01/2025: IBTG (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 6.16% | Avg. Invested days 71 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 463026 | Beta 0.45 | 52 Weeks Range 21.58 - 22.87 | Updated Date 04/2/2025 |
52 Weeks Range 21.58 - 22.87 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares iBonds Dec 2026 Term Treasury ETF
ETF Overview
Overview
The iShares iBonds Dec 2026 Term Treasury ETF (IBTE) provides exposure to U.S. Treasury bonds maturing in 2026. It offers a simple way to invest in a diversified portfolio of Treasury bonds with a defined maturity date.
Reputation and Reliability
iShares is a well-established and reputable ETF issuer with a strong track record.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in fixed-income investing.
Investment Objective
Goal
IBTE aims to provide investors with exposure to a diversified portfolio of U.S. Treasury bonds that mature in the year 2026.
Investment Approach and Strategy
Strategy: The ETF seeks to track the investment results of an index composed of U.S. Treasury bonds that mature in 2026.
Composition The ETF holds U.S. Treasury bonds with maturity dates in 2026.
Market Position
Market Share: Insufficient data to provide accurate market share.
Total Net Assets (AUM): 251431784
Competitors
Key Competitors
- SCHO
- GOVT
- VGSH
Competitive Landscape
The competitive landscape includes various short-term Treasury ETFs. IBTE's defined maturity date distinguishes it. Competitors may offer lower expense ratios or broader Treasury exposure. IBTE is most suitable for investors seeking exposure specifically to 2026 maturities. Competitors like SCHO, GOVT, and VGSH provide exposure to broader durations of treasury bonds.
Financial Performance
Historical Performance: Historical performance data is not directly provided but can be sourced from financial websites.
Benchmark Comparison: Benchmark comparisons require access to specific index data.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
IBTE's average trading volume suggests adequate liquidity for most retail investors.
Bid-Ask Spread
The bid-ask spread for IBTE is generally tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Interest rate movements, inflation expectations, and overall economic conditions significantly influence Treasury bond values, affecting IBTE's performance.
Growth Trajectory
IBTE's growth is tied to investor demand for defined-maturity Treasury exposure. Changes in interest rate forecasts affect its holdings and demand.
Moat and Competitive Advantages
Competitive Edge
IBTE's competitive edge lies in its defined maturity date, offering predictability and the potential for a return of principal at maturity. This is beneficial for investors seeking to align bond holdings with specific future financial goals. Unlike perpetual bond ETFs, IBTE avoids duration creep. It is suitable for laddering strategies.
Risk Analysis
Volatility
IBTE's volatility is relatively low due to the stability of U.S. Treasury bonds.
Market Risk
The primary market risk is interest rate risk. Rising interest rates can negatively impact IBTE's value.
Investor Profile
Ideal Investor Profile
IBTE is suitable for investors seeking low-risk exposure to U.S. Treasury bonds with a specific maturity date, such as those planning for future expenses in 2026.
Market Risk
IBTE is best for long-term investors seeking a defined maturity fixed-income investment.
Summary
The iShares iBonds Dec 2026 Term Treasury ETF (IBTE) offers targeted exposure to U.S. Treasury bonds maturing in 2026, appealing to investors seeking defined-maturity fixed-income investments. It provides a relatively low-risk option for those planning for future expenses around the 2026 timeframe. Its performance is most sensitive to interest rate fluctuations. IBTE is managed by BlackRock's iShares, a reputable ETF issuer.
Similar Companies
BIL
SPDR® Bloomberg 1-3 Month T-Bill ETF
BIL
SPDR® Bloomberg 1-3 Month T-Bill ETF
SCHO
Schwab Short-Term U.S. Treasury ETF
SCHO
Schwab Short-Term U.S. Treasury ETF
SHV
iShares Short Treasury Bond ETF
SHV
iShares Short Treasury Bond ETF
VGSH
Vanguard Short-Term Treasury Index Fund ETF Shares
VGSH
Vanguard Short-Term Treasury Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
Disclaimers:
Investment involves risk, including the possible loss of principal. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
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 2026 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 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, 2026 and December 15, 2026, inclusive. It is non-diversified.
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