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iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF (IBDU)
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Upturn Advisory Summary
10/24/2025: IBDU (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 12.25% | Avg. Invested days 82 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.94 | 52 Weeks Range 21.59 - 24.03 | Updated Date 06/30/2025 |
52 Weeks Range 21.59 - 24.03 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
ETF Overview
Overview
The iShares iBonds Dec 2029 Term Corporate ETF (IBDK) seeks to provide exposure to a broad range of U.S. dollar-denominated investment-grade corporate bonds with a final maturity date in the year 2029. The fund offers a defined maturity date, allowing investors to target specific investment timelines and potentially providing a predictable income stream.
Reputation and Reliability
iShares, managed by BlackRock, is a well-established and reputable ETF issuer with a long track record of managing diverse investment products.
Management Expertise
BlackRock has extensive experience and expertise in fixed income investing and ETF management, providing confidence in the fund's operational effectiveness.
Investment Objective
Goal
To seek to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds maturing in 2029.
Investment Approach and Strategy
Strategy: The ETF aims to track the ICE 2029 Maturity Corporate Index.
Composition The ETF primarily holds U.S. dollar-denominated investment-grade corporate bonds maturing in 2029.
Market Position
Market Share: Data not readily available
Total Net Assets (AUM): 62215784
Competitors
Key Competitors
- Invesco BulletShares 2029 Corporate Bond ETF (BSCS)
- Xtrackers Barclays US Investment Grade Corporate Bond ETF (LQD)
Competitive Landscape
The competitive landscape consists of other term corporate bond ETFs with similar maturity dates and broader investment-grade corporate bond ETFs. IBDK's advantage lies in its defined maturity, while its disadvantages may include a narrower focus compared to broader corporate bond ETFs, and market share against Invesco BulletShares.
Financial Performance
Historical Performance: Historical data varies; however, IBDK aims to provide income and principal at maturity. Investors should review current fund facts for the latest information.
Benchmark Comparison: Performance is typically compared to the ICE 2029 Maturity Corporate Index.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
Average trading volume is moderate which is reflected in the ability to buy and sell shares efficiently.
Bid-Ask Spread
Bid-ask spread is narrow, suggesting relatively low trading costs.
Market Dynamics
Market Environment Factors
Factors such as interest rate changes, credit spreads, and overall economic growth impact the performance of corporate bonds within the ETF.
Growth Trajectory
The growth trajectory depends on market demand for defined-maturity corporate bond strategies and the attractiveness of the ETF's yield relative to prevailing interest rates.
Moat and Competitive Advantages
Competitive Edge
IBDK offers a defined maturity date, which helps investors align investments with specific financial goals. Its affiliation with iShares provides confidence in its management and operational structure. The ETF's focus on investment-grade corporate bonds also contributes to a relatively lower credit risk profile. These attributes make it appealing to investors seeking predictable income streams and capital preservation. The ETF has the opportunity to scale assets.
Risk Analysis
Volatility
Volatility is moderate, influenced by interest rate sensitivity and credit spread fluctuations.
Market Risk
Market risks include interest rate risk, credit risk, and liquidity risk associated with the underlying corporate bonds.
Investor Profile
Ideal Investor Profile
IBDK is suitable for investors seeking a defined-maturity investment in investment-grade corporate bonds. It's well-suited for those planning for specific future expenses or retirement income streams.
Market Risk
IBDK is best for long-term investors seeking a predictable income stream and principal repayment at maturity, and who have a specific target date.
Summary
The iShares iBonds Dec 2029 Term Corporate ETF offers targeted exposure to investment-grade corporate bonds maturing in 2029. Its defined maturity and low expense ratio make it an attractive option for investors aligning investments with specific goals. Market risks include interest rate sensitivity and credit risk associated with the underlying corporate bonds. It suits long-term investors looking for a predictable income stream and capital preservation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- FactSet
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change and may not be perfectly accurate.
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 Trust - iShares iBonds Dec 2029 Term Corporate ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is a term fund that will terminate on or about December 15, 2029, at which time it will distribute its remaining net assets to shareholders pursuant to a plan of liquidation. The underlying index is composed of U.S. dollar-denominated, taxable, investment-grade (as determined by Bloomberg Index Services Limited (the index provider or Bloomberg)) corporate bonds scheduled to mature between January 1, 2029 and December 15, 2029, inclusive.
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