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iShares iBonds Dec 2027 Term Corporate ETF (IBDS)
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Upturn Advisory Summary
09/16/2025: 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 11.55% | Avg. Invested days 108 | 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 09/16/2025 |
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 (IBDQ) provides exposure to a portfolio of investment-grade U.S. corporate bonds that mature in 2027. It aims to deliver a predictable income stream and return of principal at maturity, offering a target maturity investment strategy.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and a long track record of managing ETFs.
Management Expertise
BlackRock has a dedicated team of experienced investment professionals managing its iShares bond ETFs.
Investment Objective
Goal
To provide investment results that correspond to the price and yield performance of the Bloomberg December 2027 Corporate Bond Index.
Investment Approach and Strategy
Strategy: The ETF seeks to track the Bloomberg December 2027 Corporate Bond Index, which measures the performance of U.S. dollar-denominated, investment-grade corporate bonds with maturities in 2027.
Composition The ETF holds a diversified portfolio of U.S. corporate bonds with a focus on investment-grade ratings.
Market Position
Market Share: The market share of IBDQ within the term corporate bond ETF segment is substantial, reflecting BlackRock's strong position in the ETF market.
Total Net Assets (AUM): 1285900000
Competitors
Key Competitors
- Invesco BulletShares 2027 Corporate Bond ETF (BSHQ)
- Guggenheim Target Maturity Corporate Bond ETF (CBH)
- Franklin Liberty Investment Grade Corporate ETF (FLCB)
Competitive Landscape
The term corporate bond ETF market is competitive, with multiple issuers offering similar target maturity strategies. IBDQ benefits from BlackRock's brand recognition and extensive distribution network, while competitors may offer slightly different index methodologies or lower expense ratios. Ultimately, the choice depends on investor preferences for liquidity, expense, and tracking error.
Financial Performance
Historical Performance: Historical performance data is available from the iShares website and financial data providers.
Benchmark Comparison: The ETF's performance can be compared to the Bloomberg December 2027 Corporate Bond Index to assess tracking error.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
The average trading volume of IBDQ is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's liquid underlying holdings.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and economic growth expectations can significantly impact the performance of IBDQ.
Growth Trajectory
The growth trajectory depends on investor demand for target maturity strategies and the overall performance of the corporate bond market; strategy and holdings remain consistent.
Moat and Competitive Advantages
Competitive Edge
IBDQ benefits from BlackRock's strong brand reputation and established distribution network, making it a popular choice among investors seeking target maturity corporate bond exposure. Its size provides sufficient liquidity. The ETF offers a transparent and straightforward approach to investing in a diversified portfolio of investment-grade corporate bonds maturing in 2027. This ETF does not have significant unique features compared to competitors but benefits from the scale of the issuer and the brand awareness.
Risk Analysis
Volatility
IBDQ's volatility is relatively low compared to equity ETFs due to its focus on investment-grade corporate bonds.
Market Risk
The ETF is subject to interest rate risk (rising rates can decrease bond values) and credit risk (issuers may default on their debt obligations).
Investor Profile
Ideal Investor Profile
IBDQ is suitable for investors seeking a predictable income stream and return of principal at a specific date, such as those planning for retirement or other future expenses.
Market Risk
IBDQ is best suited for long-term investors seeking a defined maturity investment, rather than active traders.
Summary
The iShares iBonds Dec 2027 Term Corporate ETF (IBDQ) offers exposure to investment-grade corporate bonds maturing in 2027, providing a predictable income stream and return of principal. Managed by BlackRock, a reputable issuer, the ETF tracks the Bloomberg December 2027 Corporate Bond Index. While the fund faces competition from other target maturity ETFs, it benefits from BlackRock's brand and distribution. It is a suitable investment for long-term investors seeking defined maturity bond exposure and helps to manage risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Bloomberg
- Morningstar
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is estimated and may vary depending on the source.
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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