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Upturn AI SWOT - About
iShares iBonds Dec 2030 Term Treasury ETF (IBTK)
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Upturn Advisory Summary
04/01/2025: IBTK (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 3.04% | Avg. Invested days 43 | 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) 125856 | Beta 1.02 | 52 Weeks Range 18.12 - 19.74 | Updated Date 04/2/2025 |
52 Weeks Range 18.12 - 19.74 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares iBonds Dec 2030 Term Treasury ETF
ETF Overview
Overview
The iShares iBonds Dec 2030 Term Treasury ETF (IBDT) offers targeted exposure to U.S. Treasury bonds maturing in 2030, providing a defined maturity date and a predictable income stream. It aims to hold bonds until their maturity, distributing the principal at the end of the term. The fund focuses solely on U.S. Treasury bonds, known for their creditworthiness and safety, with a passive investment strategy.
Reputation and Reliability
iShares is a reputable and reliable ETF provider with a long track record of managing various ETFs across asset classes.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in fixed income management, providing a strong foundation for managing the ETF.
Investment Objective
Goal
The primary investment goal of IBDT is to seek to provide exposure to U.S. Treasury bonds that mature in the year 2030.
Investment Approach and Strategy
Strategy: IBDT employs a passive investment strategy, aiming to track the performance of an index composed of U.S. Treasury bonds maturing in 2030.
Composition The ETF holds a portfolio of U.S. Treasury bonds with varying maturities, all converging to the year 2030. It holds exclusively treasury bonds.
Market Position
Market Share: IBDT holds a moderate market share within the defined maturity Treasury ETF segment.
Total Net Assets (AUM): 478697030
Competitors
Key Competitors
- Guggenheim BulletSharesu00ae ETFs (BSJE)
- Invesco BulletSharesu00ae ETFs (BSCP)
Competitive Landscape
The competitive landscape includes other defined maturity bond ETFs from various issuers. IBDT's advantage lies in its focus on U.S. Treasuries only which is considered safer. Disadvantages could include lower potential yields compared to ETFs holding corporate bonds.
Financial Performance
Historical Performance: Historical performance data requires a subscription to financial data services.
Benchmark Comparison: Benchmark comparison requires a subscription to financial data services.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The ETF's average trading volume indicates sufficient liquidity for most investors, allowing for relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating efficient trading and low transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and inflation expectations significantly influence IBDT. Treasury bond yields and prices are inversely related to interest rate changes.
Growth Trajectory
The ETF's growth trajectory depends on investor demand for defined maturity Treasury exposure and overall market sentiment toward fixed income.
Moat and Competitive Advantages
Competitive Edge
IBDT's competitive edge stems from the iShares brand recognition and its exclusive focus on U.S. Treasury bonds which is considered low risk. The defined maturity structure offers a predictable investment horizon, appealing to investors seeking income and capital preservation. It provides a simple way to access a diversified portfolio of Treasury bonds with a target maturity date. The low expense ratio also enhances its appeal compared to actively managed bond funds or individual bond purchases.
Risk Analysis
Volatility
IBDT's volatility is generally low due to its Treasury bond holdings. However, it is subject to interest rate risk.
Market Risk
The primary market risk is interest rate risk, where rising interest rates can decrease the value of the bonds held in the portfolio.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse individual or institution seeking a predictable income stream and capital preservation through U.S. Treasury bonds with a defined maturity date.
Market Risk
IBDT is suitable for long-term investors, particularly those nearing retirement or with specific financial goals tied to the 2030 timeframe.
Summary
The iShares iBonds Dec 2030 Term Treasury ETF (IBDT) provides targeted exposure to U.S. Treasury bonds maturing in 2030, offering a defined maturity date and a predictable income stream. It is a low-risk investment suitable for risk-averse investors seeking capital preservation and predictable returns. The ETF's passive investment strategy and low expense ratio make it an attractive option for long-term investors planning for financial goals around the 2030 timeframe. Its performance is closely tied to interest rate movements and the overall health of the U.S. economy.
Similar Companies
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change, and investors should 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 2030 Term Treasury ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to meet its investment objective generally by investing in individual securities which satisfy the criteria of the ICE 2030 Maturity U.S. Treasury Index (the underlying index). It may also invest in short-term paper, cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates. The underlying index consists of publicly-issued U.S. Treasury securities that are scheduled to mature between January 1, 2030 and December 15, 2030, inclusive.
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