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iShares iBonds Dec 2025 Term Corporate ETF (IBDQ)

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Upturn Advisory Summary
10/24/2025: IBDQ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 12.88% | Avg. Invested days 651 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
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 |
Upturn AI SWOT
iShares iBonds Dec 2025 Term Corporate ETF
ETF Overview
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
BlackRock, the issuer, is a leading global asset manager with a strong reputation and track record.
Management Expertise
BlackRock has extensive expertise in fixed-income investing and ETF management.
Investment Objective
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
- 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.
Peer Comparison
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.
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 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.

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