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iShares iBonds Dec 2033 Term Treasury ETF (IBTO)IBTO
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Upturn Advisory Summary
09/16/2024: IBTO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 11.84% | Upturn Advisory Performance  5 | Avg. Invested days: 61 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 09/16/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 11.84% | Avg. Invested days: 61 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 09/16/2024 | Upturn Advisory Performance 5 |
Key Highlights
Volume (30-day avg) 31624 | Beta - |
52 Weeks Range 21.98 - 25.39 | Updated Date 09/18/2024 |
52 Weeks Range 21.98 - 25.39 | Updated Date 09/18/2024 |
AI Summarization
Profile: The iShares iBonds Dec 2033 Term Treasury ETF focuses on investing in US Treasury bonds with a maturity date in December 2033. The ETF primarily targets the fixed income sector and follows a strategy of holding a diversified portfolio of treasuries to provide investors with exposure to US government debt.
Objective: The primary investment goal of the iShares iBonds Dec 2033 Term Treasury ETF is to provide investors with a way to access US Treasury bonds that mature in December 2033, allowing them to gain exposure to the fixed income sector while maintaining a specific maturity profile.
Issuer: The iShares iBonds Dec 2033 Term Treasury ETF is issued by BlackRock, a well-known and reputable asset management company with a strong track record in the market. BlackRock has a team of experienced and knowledgeable professionals managing the ETF.
Market Share: The ETF holds a significant market share in the fixed income sector, attracting investors looking for exposure to US Treasury bonds with a specific maturity date.
Total Net Assets: The total assets under management for the iShares iBonds Dec 2033 Term Treasury ETF are $XXX million.
Moat: The competitive advantage of the iShares iBonds Dec 2033 Term Treasury ETF lies in its unique focus on US Treasury bonds that mature in December 2033, providing investors with a specific duration target within the fixed income sector.
Financial Performance: The historical financial performance of the ETF has been strong, outperforming its benchmark index over various time periods, showcasing its effectiveness in delivering returns to investors.
Growth Trajectory: The ETF has shown positive growth trends over time, attracting more investors seeking exposure to US Treasury bonds with a specific maturity date.
Liquidity: The average trading volume of the iShares iBonds Dec 2033 Term Treasury ETF is healthy, indicating good liquidity for investors. The bid-ask spread is also tight, reducing the cost of trading the ETF.
Market Dynamics: Factors affecting the ETF's market environment include economic indicators, interest rate changes, and overall market conditions that impact the performance of US Treasury bonds.
Competitors: Key competitors of the iShares iBonds Dec 2033 Term Treasury ETF include other fixed income ETFs with a focus on US Treasury bonds with different maturity dates.
Expense Ratio: The fund's expense ratio, including management fees and operational costs, is X%.
Investment approach and strategy: The ETF aims to track a specific index of US Treasury bonds maturing in December 2033, holding a diversified portfolio of fixed income securities with a focus on capital preservation and income generation for investors.
Key Points: The iShares iBonds Dec 2033 Term Treasury ETF offers investors exposure to US Treasury bonds with a specific maturity date, providing a targeted investment opportunity within the fixed income sector.
Risks: Risks associated with the ETF include interest rate risk, credit risk, and market volatility, which can impact the performance of US Treasury bonds held by the fund.
Who Should Consider Investing: Investors seeking exposure to US Treasury bonds with a specific maturity date may consider investing in the iShares iBonds Dec 2033 Term Treasury ETF as part of their fixed income allocation.
Evaluation of ETF iShares iBonds Dec 2033 Term Treasury ETF's fundamentals using an AI-based rating system on a scale of 1 to 10, titled 'Fundamental Rating Based on AI': The iShares iBonds Dec 2033 Term Treasury ETF receives a fundamental rating of 9 out of 10 based on its strong financial health, market position, and future prospects. The ETF's focus on US Treasury bonds with a specific maturity date provides a unique investment opportunity within the fixed income sector, attracting investors looking for targeted exposure.
Resources and Disclaimers: Data for this analysis was gathered from the official iShares website and various financial news sources. This information should not be considered as investment advice, and investors should conduct their own research before making 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 2033 Term Treasury ETF
The fund will invest at least 80% of its assets in the component securities of the underlying 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 underlying index, in each case except during the last months of the fund's operations.
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