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iShares iBonds Dec 2029 Term Treasury ETF (IBTJ)
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Upturn Advisory Summary
04/01/2025: IBTJ (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 6.85% | Avg. Invested days 61 | 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) 204623 | Beta 0.86 | 52 Weeks Range 20.17 - 21.77 | Updated Date 04/2/2025 |
52 Weeks Range 20.17 - 21.77 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares iBonds Dec 2029 Term Treasury ETF
ETF Overview
Overview
The iShares iBonds Dec 2029 Term Treasury ETF (IBTE) provides exposure to U.S. Treasury bonds maturing in 2029. It offers a defined maturity date, allowing investors to target a specific point in the yield curve. The fund aims to hold bonds until their maturity, providing a predictable return of principal if held to maturity.
Reputation and Reliability
iShares, a brand of BlackRock, is a reputable and reliable ETF provider with a long track record and extensive experience in managing fixed income funds.
Management Expertise
BlackRock has a strong team of investment professionals with expertise in fixed income markets and ETF management.
Investment Objective
Goal
To seek to provide investment results that correspond to the price and yield performance of the ICE U.S. Treasury 2029 Term Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the ICE U.S. Treasury 2029 Term Index, holding U.S. Treasury bonds that mature in 2029.
Composition The ETF primarily holds U.S. Treasury bonds with varying maturities, all converging towards the 2029 maturity date.
Market Position
Market Share: Unknown due to the specialized nature of term maturity ETFs and lack of direct comparable data.
Total Net Assets (AUM): 189500000
Competitors
Key Competitors
- iShares iBonds Dec 2026 Term Treasury ETF (IBTF)
- iShares iBonds Dec 2027 Term Treasury ETF (IBTG)
- Invesco BulletSharesu00ae USD Treasury ETF Series
Competitive Landscape
The competitive landscape consists of other term maturity Treasury ETFs with different target maturity dates. IBTE's advantage lies in its specific 2029 maturity target. A disadvantage is that investors seeking other maturity dates will choose a different ETF. iShares dominates this market.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers. Returns will vary based on prevailing interest rates and bond market conditions.
Benchmark Comparison: The ETF's performance should be compared to the ICE U.S. Treasury 2029 Term Index to assess tracking efficiency.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The ETF's average trading volume provides sufficient liquidity for most investors, but may vary depending on market conditions.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting the liquidity of the underlying U.S. Treasury bonds.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate policies, and inflation expectations influence the ETF's performance. Changes in the yield curve can also impact the ETF's price.
Growth Trajectory
The ETF's growth trajectory is dependent on investor demand for defined maturity Treasury exposure and the overall interest rate environment. As the maturity date approaches, the fund's duration will decrease.
Moat and Competitive Advantages
Competitive Edge
IBTE's competitive edge stems from the brand recognition and established track record of iShares in the ETF market. Its defined maturity date offers a unique feature, enabling investors to align fixed-income investments with specific financial goals. Further, the ETF's focus on U.S. Treasury bonds provides a relatively low-risk investment option. The ETFu2019s cost efficiencies also contribute to a favorable investment profile.
Risk Analysis
Volatility
Volatility is relatively low due to the underlying assets being U.S. Treasury bonds. Interest rate risk is the primary risk factor.
Market Risk
The ETF is subject to interest rate risk, meaning its value can decline when interest rates rise. Inflation risk is also a concern, as rising inflation can erode the real return of the bonds.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking predictable returns and principal preservation with a specific investment horizon ending in 2029. It is suitable for investors planning for future expenses or those wanting to match assets with liabilities.
Market Risk
This ETF is best suited for long-term investors seeking a defined maturity bond strategy.
Summary
The iShares iBonds Dec 2029 Term Treasury ETF (IBTE) offers investors exposure to U.S. Treasury bonds maturing in 2029, providing a predictable return of principal if held to maturity. Managed by BlackRock, a reputable ETF provider, the fund tracks the ICE U.S. Treasury 2029 Term Index. It carries minimal credit risk due to its focus on U.S. Treasury bonds, but is subject to interest rate risk and inflation risk. This ETF is a suitable option for long-term investors with a specific investment horizon ending in 2029.
Similar Companies
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
VGIT
Vanguard Intermediate-Term Treasury Index Fund ETF Shares
VGIT
Vanguard Intermediate-Term Treasury Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- Financial data providers (e.g., Bloomberg, Reuters)
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions can change rapidly and 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 2029 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, 2029 and December 15, 2029, inclusive.
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