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iShares iBonds Dec 2026 Term Corporate ETF (IBDR)
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Upturn Advisory Summary
12/11/2025: 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 11.56% | Avg. Invested days 153 | 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 12/11/2025 |
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 corporate bonds maturing in 2026, offering a defined maturity date and a potential yield.
Reputation and Reliability
iShares, a brand of BlackRock, is a reputable and reliable ETF provider with a long track record of managing various ETFs.
Management Expertise
BlackRock possesses significant expertise in fixed-income investing and ETF management.
Investment Objective
Goal
To provide exposure to U.S. dollar-denominated investment-grade corporate bonds with maturities in the year 2026.
Investment Approach and Strategy
Strategy: The ETF aims to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds scheduled to mature in 2026.
Composition Primarily composed of U.S. dollar-denominated, investment-grade corporate bonds.
Market Position
Market Share: Data unavailable. This requires real-time market share tracking which I cannot provide.
Total Net Assets (AUM): 128489111
Competitors
Key Competitors
- Invesco BulletShares 2026 Corporate Bond ETF (BSFQ)
- Xtrackers Barclays US Investment Grade Corporate Bond ETF (LQD)
Competitive Landscape
The competitive landscape includes ETFs with similar maturity dates and investment-grade corporate bond exposure. IBDM offers a defined maturity date advantage, while competitors may have lower expense ratios or different index tracking strategies. Real-time market share data is needed for a precise comparison.
Financial Performance
Historical Performance: Historical performance data requires specific data points that I cannot directly access. Refer to financial data providers for specific performance metrics.
Benchmark Comparison: Benchmark comparison requires real-time performance data and knowledge of the specific benchmark used by IBDM, which I cannot directly access.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
The average trading volume provides information on how easily shares can be bought or sold. It is generally considered liquid but requires live data.
Bid-Ask Spread
The bid-ask spread reflects the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept, indicating trading cost.
Market Dynamics
Market Environment Factors
Interest rate changes, credit spreads, and economic growth can impact the ETF. Corporate bond market conditions and overall economic outlook are key drivers.
Growth Trajectory
The ETF's growth trajectory depends on investor demand for defined maturity corporate bond ETFs and the overall health of the corporate bond market. No significant changes to strategy or holdings are publicly known beyond regular rebalancing based on the underlying index.
Moat and Competitive Advantages
Competitive Edge
IBDM's competitive edge lies in its defined maturity date, allowing investors to target specific investment horizons. The iShares brand provides investor confidence. BlackRock's expertise in fixed-income management contributes to the ETF's reliability. It is specifically designed for investors looking for predictability in their fixed-income investments.
Risk Analysis
Volatility
Volatility depends on the interest rate sensitivity and credit risk of the underlying corporate bonds. Investment-grade corporate bonds generally exhibit lower volatility compared to high-yield bonds or equities.
Market Risk
Market risk includes interest rate risk (changes in interest rates impacting bond prices) and credit risk (risk of issuers defaulting on their debt obligations). There are also inflation risk, and liquidity risk.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking a defined maturity date for their fixed-income investments and is looking for exposure to investment-grade corporate bonds.
Market Risk
Suitable for long-term investors or those building bond ladders. It is not suitable for active traders seeking short-term gains.
Summary
The iShares iBonds Dec 2026 Term Corporate ETF (IBDM) offers exposure to investment-grade corporate bonds maturing in 2026, providing a defined maturity date. Managed by BlackRock, a reputable issuer, the ETF is suitable for long-term investors seeking predictable income. Key risks include interest rate and credit risk. Consider it as part of a diversified fixed-income portfolio.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- Financial data providers (for real-time data)
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Consult with a qualified financial advisor before making any investment decisions. Real-time market data was not available for this analysis.
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.
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