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iShares iBonds Dec 2028 Term Treasury ETF (IBTI)
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Upturn Advisory Summary
04/01/2025: IBTI (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 2.9% | Avg. Invested days 58 | 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) 222803 | Beta 0.74 | 52 Weeks Range 20.67 - 22.22 | Updated Date 04/2/2025 |
52 Weeks Range 20.67 - 22.22 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares iBonds Dec 2028 Term Treasury ETF
ETF Overview
Overview
The iShares iBonds Dec 2028 Term Treasury ETF (IBTD) provides exposure to U.S. Treasury bonds with a defined maturity date of December 2028, offering a predictable income stream and return of principal at maturity. It focuses on the U.S. Treasury sector and uses a buy-and-hold strategy to achieve its objective.
Reputation and Reliability
iShares is a reputable and reliable ETF issuer with a long track record of managing a wide range of investment products.
Management Expertise
iShares has a highly experienced management team with deep expertise in fixed income investing.
Investment Objective
Goal
The ETF aims to provide investors with exposure to a portfolio of U.S. Treasury bonds that mature in December 2028, offering a combination of income and return of principal at maturity.
Investment Approach and Strategy
Strategy: The ETF follows a defined-maturity strategy, holding U.S. Treasury bonds that mature in the target year (2028).
Composition The ETF holds a portfolio of U.S. Treasury bonds with varying maturities, all converging towards the December 2028 maturity date.
Market Position
Market Share: IBTD's market share in the defined-maturity Treasury ETF space is substantial, but it's a niche segment.
Total Net Assets (AUM): 449964656
Competitors
Key Competitors
- Invesco BulletShares 2028 Treasury ETF (BSHS)
- SPDR Bloomberg Barclays Investment Grade Term Corporate ETF (CBON)
Competitive Landscape
The competitive landscape includes other defined-maturity Treasury ETFs, but IBTD has a leading market share. Advantages of IBTD include its iShares brand, lower expense ratio compared to competitors, and tight tracking to the target maturity. A disadvantage is its focus solely on Treasuries, lacking diversification.
Financial Performance
Historical Performance: The ETF's historical performance depends on prevailing interest rates and the yield curve. Since it holds to maturity, its performance is predictable barring defaults, which are extremely unlikely with U.S. Treasuries.
Benchmark Comparison: The ETF's performance should closely track the performance of U.S. Treasury bonds maturing in December 2028. Any deviations are primarily due to the expense ratio and tracking error.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The average trading volume for IBTD is moderate, which is typical for a defined-maturity Treasury ETF.
Bid-Ask Spread
The bid-ask spread for IBTD is generally tight, reflecting its reasonable liquidity and the underlying market for U.S. Treasuries.
Market Dynamics
Market Environment Factors
Economic indicators (GDP, inflation), Fed policy, and the yield curve significantly impact IBTD. Rising interest rates will lower bond prices and initially reduce ETF value, while falling rates will increase bond prices.
Growth Trajectory
The ETF's AUM will likely grow as investors seek predictable income and a defined maturity. There are no foreseen changes to strategy or holdings given the defined nature of the fund.
Moat and Competitive Advantages
Competitive Edge
IBTD's competitive advantage lies in its established brand (iShares), low expense ratio, and defined-maturity structure. This appeals to investors seeking predictable income and return of principal. The ETF's focus solely on U.S. Treasuries minimizes credit risk. It simplifies fixed-income investing by offering a target date investment, similar to target-date retirement funds but for bonds.
Risk Analysis
Volatility
IBTD's volatility is moderate, primarily driven by interest rate fluctuations. It's less volatile than broader bond funds due to its focus on U.S. Treasuries and defined maturity.
Market Risk
The primary market risk is interest rate risk. Rising interest rates can lead to a decline in the ETF's net asset value before maturity. Credit risk is minimal due to the fund's exclusive investment in U.S. Treasuries.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking predictable income, capital preservation, and a defined maturity date. This includes retirees, those saving for a specific future expense, or investors who are risk-averse.
Market Risk
IBTD is best for long-term investors or those seeking a predictable income stream from a low-risk asset.
Summary
The iShares iBonds Dec 2028 Term Treasury ETF (IBTD) offers investors a defined-maturity exposure to U.S. Treasury bonds. It provides a predictable income stream and return of principal at maturity, making it suitable for risk-averse investors. While subject to interest rate risk, its focus on U.S. Treasuries minimizes credit risk. The ETF's low expense ratio and defined maturity structure make it a compelling option for those seeking a simplified approach to fixed-income investing with a target date.
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Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be 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 2028 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, 2028 and December 15, 2028, inclusive.
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