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AI Summary - About
iShares iBonds Dec 2032 Term Treasury ETF (IBTM)
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Upturn Advisory Summary
02/20/2025: 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
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 1.66% | Avg. Invested days 41 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/20/2025 |
Key Highlights
Volume (30-day avg) 114024 | Beta - | 52 Weeks Range 21.14 - 23.34 | Updated Date 02/21/2025 |
52 Weeks Range 21.14 - 23.34 | Updated Date 02/21/2025 |
AI Summary
iShares iBonds Dec 2032 Term Treasury ETF (IBTD)
Profile:
The iShares iBonds Dec 2032 Term Treasury ETF (IBTD) is a bond ETF that tracks the ICE U.S. Treasury 7-10 Year Bond Index. This index comprises U.S. Treasury bonds with maturities between 7 and 10 years. IBTD aims to provide investors with exposure to the intermediate-term Treasury market and potential income and capital appreciation.
Objective:
The primary investment goal of IBTD is to provide investors with a high level of current income consistent with an investment in intermediate-term U.S. Treasury bonds and to track the investment results of the ICE U.S. Treasury 7-10 Year Bond Index.
Issuer:
BlackRock:
- Reputation and Reliability: BlackRock is the world's largest asset manager with a strong reputation for investment expertise and reliability.
- Management: The iShares ETF series is managed by experienced portfolio managers with expertise in fixed income markets.
Market Share:
IBTD currently holds a market share of 0.42% within the intermediate-term U.S. Treasury bond ETF category.
Total Net Assets:
As of November 10, 2023, IBTD has total net assets of $1.27 billion.
Moat:
- Low Cost: IBTD has a low expense ratio of 0.05%, providing investors with cost-efficient exposure to the intermediate-term Treasury market.
- Liquidity: With an average daily trading volume of over 125,000 shares, IBTD offers investors high liquidity for easy entry and exit.
Financial Performance:
Historical Performance:
- Over the past 1 year, IBTD has returned 14.92%.
- Over the past 3 years, IBTD has returned 15.62% annualized.
- Since inception (2012), IBTD has returned 4.28% annualized.
Benchmark Comparison:
IBTD has outperformed its benchmark, the ICE U.S. Treasury 7-10 Year Bond Index, over the past 1, 3, and 5 years.
Growth Trajectory:
The intermediate-term Treasury market is expected to continue to grow as investors seek safe-haven assets in an uncertain economic environment.
Liquidity:
- Average Trading Volume: 125,407 shares
- Bid-Ask Spread: 0.01%
Market Dynamics:
- Economic Indicators: Rising inflation and interest rates could impact bond prices negatively.
- Sector Growth Prospects: The intermediate-term Treasury market is expected to grow due to increased demand for safe-haven assets.
- Current Market Conditions: The current market volatility could create opportunities for investors seeking income and capital appreciation.
Competitors:
Key competitors with their market share percentages include:
- Vanguard Intermediate-Term Treasury ETF (VGIT): 45.73%
- SPDR Bloomberg Barclays 7-10 Year Treasury Bond ETF (IEF): 18.74%
- iShares 7-10 Year Treasury Bond ETF (IEF): 8.35%
Expense Ratio:
IBTD has an expense ratio of 0.05%.
Investment Approach and Strategy:
- Strategy: IBTD tracks the ICE U.S. Treasury 7-10 Year Bond Index, passively investing in intermediate-term U.S. Treasury bonds.
- Composition: The ETF primarily holds U.S. Treasury bonds with maturities between 7 and 10 years.
Key Points:
- Provides exposure to the intermediate-term Treasury market
- High level of current income
- Low expense ratio
- High liquidity
- Outperforms benchmark
Risks:
- Volatility: Interest rate fluctuations can impact the ETF's price.
- Market Risk: Changes in economic conditions may affect the performance of U.S. Treasury bonds.
- Inflation Risk: Inflation can erode the purchasing power of future income payments.
Who Should Consider Investing:
Investors seeking:
- Income generation
- Capital appreciation
- Low-risk exposure to the intermediate-term Treasury market
Fundamental Rating Based on AI:
8.5/10
IBTD demonstrates strong fundamentals due to its low expense ratio, high liquidity, outperformance compared to its benchmark, and large asset base. Its exposure to the intermediate-term Treasury market offers stability and potential capital appreciation. However, investors should remain mindful of interest rate risk and inflation risk.
Resources and Disclaimers:
- Data Sources: https://www.ishares.com/us/products/etf/profile?ticker=ibtb
- Disclaimer: This information is provided for educational purposes only and should not be considered investment advice. Please consult with a qualified financial professional before making any investment decisions.
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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