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iShares iBonds Dec 2032 Term Treasury ETF (IBTM)
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Upturn Advisory Summary
04/01/2025: IBTM (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 4.69% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 121670 | Beta - | 52 Weeks Range 21.01 - 23.19 | Updated Date 04/2/2025 |
52 Weeks Range 21.01 - 23.19 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares iBonds Dec 2032 Term Treasury ETF
ETF Overview
Overview
The iShares iBonds Dec 2032 Term Treasury ETF (IBTL) provides exposure to U.S. Treasury bonds maturing in 2032, offering a defined maturity date, which allows investors to target specific financial goals. It focuses on fixed-income securities with a maturity date near December 2032 and utilizes a buy-and-hold strategy.
Reputation and Reliability
BlackRock is a well-established and reputable issuer with extensive experience in managing ETFs.
Management Expertise
BlackRock's management team has significant expertise in fixed-income investments and ETF management.
Investment Objective
Goal
To provide exposure to a portfolio of U.S. Treasury bonds that mature in the year 2032.
Investment Approach and Strategy
Strategy: The ETF aims to track the investment results of an index composed of U.S. Treasury bonds maturing in 2032.
Composition The ETF holds U.S. Treasury bonds with varying coupon rates and maturities, all converging towards the year 2032.
Market Position
Market Share: IBTL's market share is moderate within the defined maturity Treasury ETF segment.
Total Net Assets (AUM): 281379357
Competitors
Key Competitors
- Invesco BulletShares 2032 USD Emerging Market Debt ETF (BSMW)
- Invesco BulletShares 2032 Corporate Bond ETF (BSCW)
- Xtrackers Target Maturity Municipal Bond ETF 2032 (XDVM)
Competitive Landscape
The competitive landscape consists of other term maturity ETFs, including those focusing on corporate bonds or other debt types. IBTL's advantage lies in its focus on U.S. Treasuries, offering a relatively safe investment compared to corporate bonds, though it may yield less. Competitors may offer higher potential returns but carry more credit risk.
Financial Performance
Historical Performance: The ETF's performance will mirror the performance of long-term US treasury bonds. To be analyzed effectively, time periods over 3 years would be needed to determine relative performance.
Benchmark Comparison: The ETF's benchmark should align with indexes such as ICE 2032 Maturity US Treasury Index.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The average trading volume provides sufficient liquidity for most retail investors.
Bid-Ask Spread
The bid-ask spread typically remains tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation expectations, and the Federal Reserve's monetary policy influence IBTL's performance. Changes in interest rates have an inverse effect on bond prices.
Growth Trajectory
The ETF's growth depends on investor demand for defined maturity Treasury products and overall interest in fixed-income investments. Strategy and holdings remain relatively constant as the maturity date approaches.
Moat and Competitive Advantages
Competitive Edge
IBTL's competitive edge lies in its defined maturity date, providing investors with a clear target for their fixed-income investments. It offers a simple and transparent way to access a diversified portfolio of U.S. Treasury bonds maturing in 2032. The iShares brand provides additional trust and recognition. The ETF is best suited for investors seeking predictability and a specific date for the return of their principal.
Risk Analysis
Volatility
IBTL's volatility is moderate, primarily driven by interest rate fluctuations.
Market Risk
The primary market risk is interest rate risk; rising rates can decrease the ETF's value.
Investor Profile
Ideal Investor Profile
IBTL is ideal for investors seeking a predictable stream of income and a return of principal at a specified date, with a low-risk profile.
Market Risk
IBTL is suitable for long-term investors and those planning for specific financial goals, such as retirement or education funding.
Summary
The iShares iBonds Dec 2032 Term Treasury ETF provides a targeted investment in U.S. Treasury bonds maturing in 2032, offering a defined maturity and relatively low risk. It is suitable for investors seeking a predictable income stream and a return of principal at a specific date. Interest rate risk is the primary concern, but the ETF's simple structure and transparent holdings make it an attractive option for long-term, conservative investors. BlackRock's reputation as the issuer adds a layer of confidence. It serves as a strategic tool for fixed-income allocation and retirement planning.
Similar Companies
IEF
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IEF
iShares 7-10 Year Treasury Bond ETF
TLT
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TLT
iShares 20+ Year Treasury Bond 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 Official Website
- BlackRock Official Website
- Yahoo Finance
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. 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 2032 Term Treasury ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is market value-weighted based on amounts outstanding reduced by amounts held by the Federal Reserve SOMA. The fund will invest at least 80% of its assets in the component securities of the index, and the fund will invest at least 90% of its assets in U.S. Treasury securities that BFA believes will help the fund track the index, in each case except during the last months of the fund's operations.
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