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Upturn AI SWOT - About
iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF (IBDV)
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Upturn Advisory Summary
08/14/2025: IBDV (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 7.37% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.1 | 52 Weeks Range 20.26 - 22.17 | Updated Date 06/30/2025 |
52 Weeks Range 20.26 - 22.17 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
ETF Overview
Overview
The iShares iBonds Dec 2030 Term Corporate ETF (IBDQ) seeks to provide exposure to a diversified portfolio of investment-grade U.S. corporate bonds with a final maturity date in 2030, offering predictable income stream.
Reputation and Reliability
BlackRock is the world's largest asset manager, known for its extensive experience and reliability in the ETF market.
Management Expertise
BlackRock's iShares has a dedicated team with expertise in fixed-income investing and ETF management.
Investment Objective
Goal
To provide investment results that closely correspond to the performance of the ICE 2030 Maturity Corporate Index.
Investment Approach and Strategy
Strategy: The ETF employs a 'hold-to-maturity' strategy, investing in a diversified portfolio of U.S. dollar-denominated investment-grade corporate bonds with a maturity date of December 31, 2030.
Composition The ETF holds primarily investment-grade corporate bonds.
Market Position
Market Share: IBDQ holds a significant market share within the defined maturity corporate bond ETF space.
Total Net Assets (AUM): 642542112
Competitors
Key Competitors
- Invesco BulletShares 2030 Corporate Bond ETF (BSCU)
Competitive Landscape
The competitive landscape is primarily between iShares and Invesco in the defined maturity corporate bond ETF space. IBDQ benefits from BlackRock's brand recognition and potentially tighter spreads, while BSCU might offer slightly different credit quality exposure.
Financial Performance
Historical Performance: Historical performance can be evaluated through iShares' website and various financial data providers.
Benchmark Comparison: The ETF's performance should be compared to the ICE 2030 Maturity Corporate Index.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
The average trading volume indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting efficient trading.
Market Dynamics
Market Environment Factors
Factors influencing the ETF include interest rate movements, credit spreads, and overall economic conditions. The ETF value will fluctuate due to fluctuations in interest rates and credit quality of underlying bonds.
Growth Trajectory
Growth depends on investor demand for defined maturity corporate bond exposure and the overall health of the corporate bond market.
Moat and Competitive Advantages
Competitive Edge
IBDQ benefits from BlackRock's scale and reputation, leading to efficient trading and potentially tighter spreads. Its focus on investment-grade corporate bonds provides a relatively lower-risk profile compared to high-yield alternatives. The defined maturity strategy offers predictable income and a return of principal at maturity. However, its maturity constraint can limit gains during prolonged periods of rising rates.
Risk Analysis
Volatility
The ETF exhibits moderate volatility, primarily influenced by interest rate sensitivity and credit spread changes.
Market Risk
Market risk includes interest rate risk, credit risk (default risk of the underlying bonds), and liquidity risk (although generally low for this ETF).
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking a predictable income stream with a defined maturity date and exposure to investment-grade corporate bonds.
Market Risk
The ETF is suitable for long-term investors seeking fixed-income exposure with a known maturity date.
Summary
The iShares iBonds Dec 2030 Term Corporate ETF (IBDQ) offers a defined maturity approach to corporate bond investing, providing investors with a predictable income stream and a return of principal in 2030. Its investment-grade focus provides a relatively lower-risk profile. BlackRock's management expertise and efficient trading contribute to its competitive advantages. However, investors should be aware of interest rate and credit risks. This ETF is well-suited for long-term investors seeking targeted fixed-income exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- ETF.com
- Bloomberg.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made based on your own research and risk tolerance.
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 2030 Term Corporate ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally 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. The underlying index consists of U.S. dollar-denominated, investment-grade securities 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. It is non-diversified.
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