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iShares iBonds Dec 2028 Term Corporate ETF (IBDT)
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Upturn Advisory Summary
08/14/2025: IBDT (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 10.43% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.81 | 52 Weeks Range 23.63 - 25.56 | Updated Date 06/29/2025 |
52 Weeks Range 23.63 - 25.56 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares iBonds Dec 2028 Term Corporate ETF
ETF Overview
Overview
The iShares iBonds Dec 2028 Term Corporate ETF (IBDM) seeks to provide exposure to a diversified portfolio of investment-grade U.S. corporate bonds that mature in 2028. The fund aims to deliver a predictable income stream and return of principal at maturity, with a focus on corporate debt.
Reputation and Reliability
iShares, managed by BlackRock, is a well-established and reputable ETF provider with a long track record of managing a wide range of investment products.
Management Expertise
BlackRock possesses extensive fixed income management expertise and employs a team of experienced professionals to oversee the iBonds ETFs.
Investment Objective
Goal
To track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds scheduled to mature in 2028.
Investment Approach and Strategy
Strategy: The ETF uses a 'hold-to-maturity' strategy, investing in corporate bonds with a defined maturity date in December 2028 and holding them until maturity, aiming to provide a predictable stream of income and return of principal.
Composition The ETF primarily holds U.S. dollar-denominated, investment-grade corporate bonds. The composition shifts over time as bonds mature or are called.
Market Position
Market Share: IBDM's market share is moderate within the term corporate bond ETF space.
Total Net Assets (AUM): 710123226
Competitors
Key Competitors
- Invesco BulletShares 2028 Corporate Bond ETF (BSCS)
- Xtrackers USD High Yield Corporate Bond ETF (HYLB)
- SPDR Portfolio Aggregate Bond ETF (SPAB)
Competitive Landscape
The competitive landscape includes ETFs with similar term structures and those focused on broader bond market exposure. IBDM benefits from BlackRock's brand and distribution network but faces competition from Invesco's BulletShares ETFs, which have a longer history in the term ETF space. Competitors are trying to attract investors by low costs.
Financial Performance
Historical Performance: Historical performance varies with interest rate changes. Past performance does not guarantee future results.
Benchmark Comparison: Performance is typically compared to a benchmark of investment-grade corporate bonds maturing in 2028.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
Average trading volume is moderate, providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the fund's underlying liquidity.
Market Dynamics
Market Environment Factors
Interest rates, credit spreads, and overall economic conditions significantly impact IBDM's performance.
Growth Trajectory
Growth depends on investor demand for defined-maturity bond ETFs and the attractiveness of corporate bond yields.
Moat and Competitive Advantages
Competitive Edge
IBDM benefits from BlackRock's strong brand recognition and extensive distribution network. Its defined maturity structure provides a level of predictability that appeals to investors seeking a specific target date for their fixed-income investments. The ETF's investment-grade focus differentiates it from high-yield bond ETFs. The fund's low expense ratio helps enhance its competitiveness.
Risk Analysis
Volatility
Volatility is generally lower than equity ETFs but is influenced by interest rate sensitivity and credit risk.
Market Risk
Key risks include interest rate risk (changes in rates can impact bond values), credit risk (risk of default by bond issuers), and liquidity risk (potential difficulty in selling bonds).
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a predictable income stream, capital preservation, and a defined maturity date for their fixed-income investments.
Market Risk
The ETF is suitable for long-term investors who want to hold the bonds until maturity and are looking for a relatively safe investment.
Summary
iShares iBonds Dec 2028 Term Corporate ETF (IBDM) offers exposure to investment-grade corporate bonds maturing in 2028, providing a predictable income stream. Managed by BlackRock, it's considered a relatively safe investment, ideal for long-term investors seeking capital preservation. Key risks include interest rate and credit risk. Its low expense ratio and defined-maturity structure makes it a strong competitor within the term corporate bond ETF space.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Consult with a qualified 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 2028 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 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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