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Upturn AI SWOT - About
iShares iBonds Dec 2027 Term Treasury ETF (IBTH)
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Upturn Advisory Summary
04/01/2025: IBTH (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 6.35% | Avg. Invested days 71 | 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) 438916 | Beta 0.6 | 52 Weeks Range 20.97 - 22.38 | Updated Date 04/2/2025 |
52 Weeks Range 20.97 - 22.38 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares iBonds Dec 2027 Term Treasury ETF
ETF Overview
Overview
The iShares iBonds Dec 2027 Term Treasury ETF (IBTJ) is designed to provide exposure to U.S. Treasury bonds that mature in 2027. It aims to deliver a defined maturity investment strategy, focusing on the U.S. government bond sector and providing a predictable income stream until the target maturity date.
Reputation and Reliability
BlackRock is a leading global investment management firm with a strong reputation and a long track record of managing ETFs effectively.
Management Expertise
BlackRock has extensive expertise in managing fixed-income portfolios and possesses the resources and experience necessary to manage this type of ETF effectively.
Investment Objective
Goal
To seek to track the investment results of an index composed of U.S. Treasury bonds scheduled to mature in the year 2027.
Investment Approach and Strategy
Strategy: The ETF tracks an index of U.S. Treasury bonds maturing in December 2027.
Composition The ETF holds U.S. Treasury bonds.
Market Position
Market Share: IBTJ's market share is significant within the defined maturity Treasury ETF segment.
Total Net Assets (AUM): 141980000
Competitors
Key Competitors
- INVESCO BULLETS 2027 TREASURY ETF (BSMT)
Competitive Landscape
The competitive landscape consists of similar defined maturity Treasury ETFs. IBTJ benefits from BlackRock's brand recognition and scale, while competitors might offer slightly different expense ratios or tracking methodologies. BSMT tracks the same sector so the investor can select depending on the fee.
Financial Performance
Historical Performance: Historical performance can be assessed via various financial data providers.
Benchmark Comparison: The ETF's performance should be compared to the ICE U.S. Treasury Year 2027 Index.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity with an average trading volume that facilitates efficient trading.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and Federal Reserve policy influence IBTJ's performance.
Growth Trajectory
Growth is tied to investor demand for defined maturity Treasury products and changes in the interest rate environment.
Moat and Competitive Advantages
Competitive Edge
IBTJ's competitive edge stems from BlackRock's brand recognition, its significant AUM within the defined maturity Treasury ETF space, and the ETF's relatively low expense ratio. The established trading history further enhances its attractiveness to investors seeking defined maturity Treasury exposure. As part of the iShares family of funds, it offers the reliability and visibility benefits from being within the larger BlackRock ecosystem.
Risk Analysis
Volatility
The ETF's volatility is moderate, reflecting the stability of U.S. Treasury bonds.
Market Risk
The primary risk is interest rate risk, as rising interest rates can negatively impact bond prices. Credit risk is minimal given the underlying assets are U.S. Treasury bonds.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse individual seeking a defined maturity investment with a predictable income stream and exposure to U.S. Treasury bonds.
Market Risk
IBTJ is suitable for long-term investors, those seeking to match liabilities with assets maturing in 2027, and those looking for a low-risk, fixed-income investment.
Summary
The iShares iBonds Dec 2027 Term Treasury ETF provides a defined maturity exposure to U.S. Treasury bonds, making it a suitable choice for risk-averse investors seeking a predictable income stream. Its low expense ratio and backing by BlackRock add to its appeal. Interest rate risk is the primary concern, but the credit risk is negligible. The ETF's moderate liquidity and defined maturity make it a useful tool for liability matching.
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SHV
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Sources and Disclaimers
Data Sources:
- iShares.com
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a 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 2027 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, 2027 and December 15, 2027, inclusive.
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