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- Upturn Summary
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Upturn AI Summary
iShares iBonds Dec 2026 Term Corporate ETF(IBDR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IBDR
10/28/2026: IBDR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
IBDR is a target-maturity ETF that holds investment-grade corporate bonds scheduled to mature in December 2026. It is a cost-effective, low-expense tool that functions like an individual bond, providing predictable income and reducing interest rate risk as the maturity date approaches. Its main strengths include institutional-quality management by iShares, low costs, and high transparency. Investors should be aware of standard credit and interest rate risks, though these are moderated by the fund's defined lifespan. It is best suited for income-focused, conservative investors who prioritize capital preservation and predictable cash flows over time.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This is a fixed-income instrument and lacks the capital appreciation potential sought by growth investors. |
| Momentum investor | Weak fit | The fund's predictable maturity path does not align with the trend-following strategies of momentum investors. |
| Value investor | Mixed fit | It provides steady yield but offers limited upside compared to undervalued equity securities. |
| Dividend/Income investor | Strong fit | The fund provides a steady, predictable income stream from investment-grade corporate bonds. |
| Low-risk investor | Strong fit | Its defined maturity date significantly reduces long-term interest rate risk for conservative investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is looking for a defined-maturity alternative to individual bonds, such as someone saving for a specific liability or building a bond ladder.
Suitability
Best suited for long-term investors holding to maturity or those seeking predictable income within a specific timeframe.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | As a near-term bond fund, price swings are generally limited compared to equities or long-duration bonds. |
| Market risk | Medium | Changes in interest rates and corporate credit spreads will directly impact the fund's net asset value. |
| Concentration | Medium | The fund is limited to a specific maturity year, which concentrates its sensitivity to the credit environment of that period. |
| Tracking/expense | Low | The fund has a very low expense ratio and tracks its benchmark index with high precision. |
| Liquidity | Low | The underlying bonds are generally liquid, and the ETF structure facilitates easy trading. |
| Business/sector quality | Low | The fund focuses on investment-grade corporate issuers, which carry lower default risk. |
Risk Analysis
Volatility
IBDR exhibits low volatility relative to equity markets, consistent with its status as a short-to-intermediate duration bond product.
Market Risk
Primary risks include interest rate risk and credit spread risk; the fund is designed to minimize these as it approaches its maturity date.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | Investment-Grade Corporate Bonds | 99 | The fund holds a diversified basket of corporate debt scheduled to mature in 2026. |
| Cash/collateral | Cash and Cash Equivalents | 1 | A small portion is held in cash to manage daily inflows, outflows, and fund expenses. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 15.36% | Avg. Invested days 174 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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