IBDQ
IBDQ 1-star rating from Upturn Advisory

iShares iBonds Dec 2025 Term Corporate ETF (IBDQ)

iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) 1-star rating from Upturn Advisory
$25.11
Last Close (24-hour delay)
Profit since last BUY13.01%
upturn advisory logo
Consider higher Upturn Star rating
BUY since 659 days
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock price based on last close icon Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • 1Y
  • 1M
  • 1W

Upturn Advisory Summary

11/05/2025: IBDQ (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 13.01%
Avg. Invested days 659
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 5.0
ETF Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/05/2025

Key Highlights

Volume (30-day avg) -
Beta 0.28
52 Weeks Range 23.86 - 25.17
Updated Date 06/29/2025
52 Weeks Range 23.86 - 25.17
Updated Date 06/29/2025

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

iShares iBonds Dec 2025 Term Corporate ETF

iShares iBonds Dec 2025 Term Corporate ETF(IBDQ) company logo displayed in Upturn AI summary

ETF Overview

overview logo Overview

The iShares iBonds Dec 2025 Term Corporate ETF (IBDM) seeks to provide exposure to a diversified portfolio of investment-grade U.S. dollar-denominated corporate bonds that mature in the year 2025. It aims to deliver the weighted average yield to maturity of the bonds held in the fund.

Reputation and Reliability logo Reputation and Reliability

BlackRock, the issuer, is a leading global asset manager with a strong reputation and track record.

Leadership icon representing strong management expertise and executive team Management Expertise

BlackRock has extensive expertise in fixed-income investing and ETF management.

Investment Objective

Icon representing investment goals and financial objectives Goal

To provide investment results that correspond to the performance of the ICE 2025 Maturity Corporate Index.

Investment Approach and Strategy

Strategy: The ETF employs a passive management strategy, seeking to replicate the index by holding a portfolio of corporate bonds maturing in 2025.

Composition The ETF primarily holds investment-grade U.S. dollar-denominated corporate bonds.

Market Position

Market Share: The market share fluctuates based on AUM and competitor performance.

Total Net Assets (AUM): 93144912

Competitors

Key Competitors logo Key Competitors

  • Invesco BulletShares 2025 Corporate Bond ETF (BSCP)
  • Xtrackers Investment Grade Bond - Interest Rate Hedged ETF (IGIH)

Competitive Landscape

The competitive landscape involves several ETFs offering exposure to corporate bonds with varying maturity dates and hedging strategies. IBDM offers a straightforward approach to targeting 2025 maturities and is generally larger with respect to AUM. Competitors may offer more specialized strategies.

Financial Performance

Historical Performance: Historical performance data requires access to financial databases and is not included in this format. Consult financial data providers for detailed performance figures.

Benchmark Comparison: The ETF's performance aims to track the ICE 2025 Maturity Corporate Index.

Expense Ratio: 0.1

Liquidity

Average Trading Volume

The ETF has reasonable liquidity due to its high trading volume.

Bid-Ask Spread

The bid-ask spread is typically tight, reflecting good liquidity.

Market Dynamics

Market Environment Factors

Interest rate changes, credit spreads, and overall economic conditions can significantly impact IBDM's performance.

Growth Trajectory

Growth is tied to investor demand for defined-maturity bond ETFs and the performance of the underlying corporate bond market.

Moat and Competitive Advantages

Competitive Edge

iShares iBonds Dec 2025 Term Corporate ETF benefits from BlackRock's brand recognition and established distribution network. Its focus on a specific maturity date provides a targeted investment strategy for investors seeking predictable income streams. The ETFu2019s size and liquidity also contribute to its appeal. The ETF offers a low-cost way to access a portfolio of corporate bonds maturing in 2025. Its defined maturity structure allows investors to align their investments with specific financial goals.

Risk Analysis

Volatility

The ETF's volatility is influenced by interest rate sensitivity and credit risk of the underlying corporate bonds.

Market Risk

The ETF is subject to interest rate risk, credit risk (issuer default), and market risk affecting bond values.

Investor Profile

Ideal Investor Profile

This ETF is suitable for investors seeking a predictable income stream and capital preservation with a defined maturity date.

Market Risk

The ETF is suitable for long-term investors, buy-and-hold investors, or those planning for a financial goal with a 2025 target.

Summary

The iShares iBonds Dec 2025 Term Corporate ETF (IBDM) offers exposure to investment-grade corporate bonds maturing in 2025. It provides a defined-maturity investment strategy managed by BlackRock. The ETF faces risks tied to interest rates, credit spreads, and overall market conditions. Its targeted maturity date and low expense ratio make it a compelling option for investors seeking predictable income and capital preservation. An investment in this ETF can provide stability for investors who are seeking to align their investments with specific financial goals in 2025.

Similar ETFs

Sources and Disclaimers

Data Sources:

  • iShares Official Website
  • ETF.com
  • Bloomberg

Disclaimers:

This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on your own due diligence and consultation with a financial advisor.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About iShares iBonds Dec 2025 Term Corporate ETF

Exchange NYSE ARCA
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 instruments of the underlying index, and it will invest at least 90% of its assets in fixed income securities of the types included in the underlying index. The underlying index is composed of U.S. dollar-denominated, taxable, investment-grade corporate bonds scheduled to mature between January 1, 2025 and December 15, 2025, inclusive.