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iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF(IBDU)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IBDU
11/13/2026: IBDU (3-star) is a REGULAR-BUY. BUY for 12 days. Simulated Profits (-0.26%). Updated daily EoD!
IBDU provides exposure to a diversified basket of investment-grade corporate bonds that mature in 2029, offering a predictable return profile similar to an individual bond. Its primary strengths are its low-cost structure, transparency, and the ability for investors to lock in yield until a specific maturity date. It serves as an excellent tool for cash flow planning or building a laddered bond portfolio. Key risks include sensitivity to interest rate changes and potential credit spread widening during economic downturns. It is best suited for income-focused, conservative investors who plan to hold the fund until its liquidation in December 2029.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund is designed for capital preservation and income rather than aggressive capital appreciation. |
| Momentum investor | Weak fit | Bond ETFs with defined maturities are not typically used for momentum-based trading strategies. |
| Value investor | Mixed fit | Value investors may use this for yield during periods of attractive corporate bond spreads. |
| Dividend/Income investor | Strong fit | The fund provides consistent monthly income distributions from investment-grade corporate debt. |
| Low-risk investor | Strong fit | The portfolio offers lower volatility than equities and a defined exit date, reducing long-term price risk. |
Investor Profile
Ideal Investor Profile
Conservative investors, retirees, or institutional portfolios seeking to match assets to future liabilities.
Suitability
Best suited for passive, long-term investors looking to hold until maturity, rather than active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund's price will fluctuate based on changes in market interest rates and credit spreads. |
| Market risk | Medium / high | General market movements affecting corporate bonds will directly impact the fund's net asset value. |
| Concentration | Medium | The fund is concentrated in debt maturing in a single year, though it holds many individual issuers. |
| Tracking/expense | Low | The fund has a low expense ratio and tracks its benchmark with high efficiency. |
| Liquidity | Medium | While generally liquid, bond market liquidity can tighten during periods of severe market stress. |
| Business/sector quality | Low | The fund restricts holdings to investment-grade issuers, lowering default risk. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
IBDU exhibits moderate volatility typical of investment-grade corporate bonds, lower than equities but higher than cash or short-term Treasuries.
Market Risk
The fund is primarily exposed to interest rate risk and credit spread risk; while credit risk is minimized by the investment-grade mandate, interest rate changes will impact market value.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | Investment-Grade U.S. Corporate Bonds | 99 | These bonds provide the primary yield and credit exposure for the portfolio through the target maturity date. |
| Cash/collateral | Cash and Cash Equivalents | 1 | Cash is held for operational liquidity and to manage daily fund flows. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 13.15% | Avg. Invested days 78 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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