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Upturn AI SWOT - About
iShares iBonds Dec 2026 Term Corporate ETF (IBDR)
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Upturn Advisory Summary
10/24/2025: IBDR (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.
Analysis of Past Performance
Type ETF | Historic Profit 10.53% | Avg. Invested days 115 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.48 | 52 Weeks Range 22.84 - 24.24 | Updated Date 06/29/2025 |
52 Weeks Range 22.84 - 24.24 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares iBonds Dec 2026 Term Corporate ETF
ETF Overview
Overview
The iShares iBonds Dec 2026 Term Corporate ETF (IBDM) provides exposure to a diversified portfolio of investment-grade U.S. corporate bonds with a maturity date in December 2026, aiming to provide a predictable income stream and return of principal at maturity.
Reputation and Reliability
iShares is a well-established and reputable ETF issuer with a long track record and significant market presence.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in fixed-income portfolio management.
Investment Objective
Goal
Seeks to provide exposure to U.S. dollar-denominated investment-grade corporate bonds with a target maturity date of December 2026.
Investment Approach and Strategy
Strategy: Tracks an index of investment-grade U.S. corporate bonds maturing in 2026.
Composition Primarily holds U.S. corporate bonds.
Market Position
Market Share: IBDM's market share is moderate among term-maturity corporate bond ETFs, with competitors offering similar strategies.
Total Net Assets (AUM): 101600000
Competitors
Key Competitors
- Invesco BulletShares 2026 Corporate Bond ETF (BSFQ)
- Xtrackers US Corporate Bond ETF (LQD)
Competitive Landscape
The competitive landscape includes ETFs with similar maturity targets. IBDM competes on expense ratio, tracking error, and AUM. IBDM benefits from BlackRock's brand and trading expertise but faces pressure from lower-cost competitors and broad corporate bond ETFs like LQD.
Financial Performance
Historical Performance: Historical performance data is available in fund fact sheets and financial websites. [Year-to-date return, 1-year return, 3-year return, and 5-year return can be numerically placed here in array format].
Benchmark Comparison: Performance can be compared to indexes like the ICE BofA 2026 Maturity Corporate Bond Index.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
IBDM's liquidity, as measured by average trading volume, is moderate.
Bid-Ask Spread
The bid-ask spread for IBDM is typically tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and overall economic conditions affect IBDM's value.
Growth Trajectory
Growth depends on investor demand for defined-maturity bond strategies and the ETF's ability to attract assets.
Moat and Competitive Advantages
Competitive Edge
IBDM's advantages include BlackRock's established brand, deep fixed-income expertise, and efficient trading capabilities. The ETF provides a transparent and cost-effective way to access a portfolio of investment-grade corporate bonds maturing in 2026. The defined-maturity feature allows investors to align their bond portfolio with specific investment goals. The low expense ratio and high liquidity relative to peers also contribute to its competitive advantage.
Risk Analysis
Volatility
Volatility is generally low, reflecting the investment-grade nature of the underlying bonds and the defined maturity date.
Market Risk
Risks include interest rate risk, credit risk (default risk of the bond issuers), and market risk (general decline in bond prices).
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a predictable income stream and a return of principal at a specific future date (December 2026).
Market Risk
Suitable for long-term investors, those seeking to match liabilities, or those using a laddered bond strategy.
Summary
The iShares iBonds Dec 2026 Term Corporate ETF (IBDM) offers targeted exposure to investment-grade corporate bonds maturing in 2026. Its defined maturity and investment-grade focus reduce interest rate and credit risk compared to broad bond ETFs. With a low expense ratio and backing from BlackRock, IBDM provides a cost-effective and transparent way to invest in a basket of corporate bonds. Investors should consider interest rate risk, credit risk, and the impact of economic conditions when investing in IBDM. It is suitable for investors with specific investment horizons.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any 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 2026 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 index consists of U.S. dollar-denominated, investment-grade securities publicly issued by U.S. and non-U.S. corporate issuers that have $300 million or more of outstanding face value at the time of inclusion.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.