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iShares iBonds Dec 2027 Term Corporate ETF (IBDS)
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Upturn Advisory Summary
11/14/2025: IBDS (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 12% | Avg. Invested days 118 | 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 11/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.65 | 52 Weeks Range 22.71 - 24.34 | Updated Date 06/29/2025 |
52 Weeks Range 22.71 - 24.34 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares iBonds Dec 2027 Term Corporate ETF
ETF Overview
Overview
The iShares iBonds Dec 2027 Term Corporate ETF (IBDK) provides exposure to a diversified portfolio of investment-grade U.S. corporate bonds maturing in 2027, offering a defined maturity date and potential for income.
Reputation and Reliability
BlackRock, the issuer, is one of the world's largest asset managers with a strong reputation and extensive experience in the ETF market.
Management Expertise
BlackRock's experienced fixed-income team manages the ETF, leveraging their expertise in credit analysis and portfolio management.
Investment Objective
Goal
To provide investors with exposure to a portfolio of U.S. dollar-denominated investment-grade corporate bonds that mature in the year 2027.
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 2027.
Composition The ETF holds a portfolio of U.S. dollar-denominated investment-grade corporate bonds.
Market Position
Market Share: IBDK's market share is significant within the defined maturity corporate bond ETF segment, although exact figures fluctuate.
Total Net Assets (AUM): 224220000
Competitors
Key Competitors
- Invesco BulletShares 2027 Corporate Bond ETF (BSCR)
- Guggenheim Investment Grade Corporate Bond ETF (HYXG)
Competitive Landscape
The competitive landscape includes other defined maturity corporate bond ETFs. IBDK offers a balance of liquidity, diversification, and the backing of a reputable issuer like BlackRock. Competitors may offer slightly different credit quality or expense ratios, leading to advantages for specific investor preferences.
Financial Performance
Historical Performance: Historical performance data depends on the time frame and market conditions. Reviewing yearly returns and yield to maturity is essential.
Benchmark Comparison: The ETF's performance should be compared to its underlying index to evaluate its tracking efficiency.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
The average trading volume for IBDK is moderate and ensures investors can buy and sell shares without significant price impact.
Bid-Ask Spread
The bid-ask spread for IBDK is typically tight, indicating good liquidity and relatively low trading costs.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and overall economic conditions significantly impact IBDK. Changes in investor risk appetite also affect bond valuations.
Growth Trajectory
Growth depends on investor demand for defined maturity bond ETFs and the overall attractiveness of corporate bonds. Changes in holdings reflect bond maturities and new issuances.
Moat and Competitive Advantages
Competitive Edge
IBDK benefits from BlackRock's brand recognition, extensive distribution network, and experienced fixed-income management team. It provides a diversified portfolio of investment-grade corporate bonds with a defined maturity, appealing to investors seeking predictable income and return of principal. The ETF's size and liquidity further enhance its attractiveness compared to smaller competitors. This provides investors seeking stability and a predictable maturity date, the diversity of bonds offers additional security.
Risk Analysis
Volatility
IBDK exhibits lower volatility compared to equity ETFs due to its fixed-income nature. However, it is still subject to interest rate risk and credit risk.
Market Risk
The ETF is subject to interest rate risk (rising rates can decrease bond values) and credit risk (issuers may default). General market conditions can also impact bond prices.
Investor Profile
Ideal Investor Profile
IBDK is suitable for investors seeking predictable income, a defined maturity date, and exposure to investment-grade corporate bonds. It's attractive to those planning for specific future expenses or wanting to ladder bond maturities.
Market Risk
IBDK is best suited for long-term investors who seek income and capital preservation with a target maturity date.
Summary
The iShares iBonds Dec 2027 Term Corporate ETF offers a convenient way to invest in a diversified portfolio of investment-grade corporate bonds maturing in 2027. Managed by BlackRock, it provides exposure to a defined maturity date and potential for income. Investors should consider interest rate risk and credit risk, but the ETF is a suitable option for long-term investors seeking predictable returns. Its liquidity and diversification make it a compelling choice within the defined maturity bond space.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares Official Website
- BlackRock Official Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and risk tolerance. Market conditions are dynamic and past performance is not indicative of future results.
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 2027 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 securities 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 is composed of U.S. dollar-denominated, investment-grade corporate bonds maturing in 2027.
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