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iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF (IBDV)
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Upturn Advisory Summary
10/24/2025: 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 9.24% | Avg. Invested days 47 | 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 10/24/2025 |
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 (IBDM) seeks to provide exposure to a diversified portfolio of investment-grade corporate bonds that mature in the year 2030. It offers a defined maturity date, allowing investors to align their bond investments with specific financial goals.
Reputation and Reliability
BlackRock, the issuer, is one of the world's largest asset managers with a strong reputation and long track record of providing reliable ETF products.
Management Expertise
BlackRock has extensive expertise in managing fixed-income investments and employs experienced portfolio managers to oversee the iBonds ETFs.
Investment Objective
Goal
The ETF aims to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds maturing in 2030.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the investment performance of the ICE 2030 Maturity Corporate Index.
Composition The ETF holds a portfolio of U.S. dollar-denominated, investment-grade corporate bonds with maturity dates in 2030.
Market Position
Market Share: Data Unavailable
Total Net Assets (AUM): 356400000
Competitors
Key Competitors
- Invesco BulletShares 2030 Corporate Bond ETF (BSCS)
Competitive Landscape
The competitive landscape includes other term maturity corporate bond ETFs. IBDM offers a defined maturity date, which is advantageous for investors seeking to match liabilities. The primary difference lies in the underlying index and fund size.
Financial Performance
Historical Performance: Data unavailable
Benchmark Comparison: Data unavailable
Expense Ratio: 0.04
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity for most investors.
Bid-Ask Spread
The ETF exhibits a relatively tight bid-ask spread, suggesting efficient trading.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and overall economic conditions influence the ETF's performance. Changes in corporate credit quality impact the bonds within the fund.
Growth Trajectory
The ETF's growth is dependent on investor demand for targeted maturity bond strategies and the attractiveness of corporate bonds in the prevailing interest rate environment.
Moat and Competitive Advantages
Competitive Edge
IBDM provides a strategic advantage through its defined maturity date, enabling investors to align bond portfolios with specific future obligations. Its affiliation with BlackRock further provides access to robust asset management resources. It provides diversification across various investment-grade corporate issuers, reducing individual security risk. With its low expense ratio it becomes very competitive and more advantageous in comparison to other similar ETF's.
Risk Analysis
Volatility
The ETF's volatility is moderate, reflecting the investment-grade nature of its underlying bonds.
Market Risk
The ETF is subject to interest rate risk (as rates rise, bond values fall) and credit risk (the risk of issuers defaulting on their obligations). Specific sector risk also applies.
Investor Profile
Ideal Investor Profile
The ETF is suited for investors seeking predictable income streams and the return of principal at a specific future date (2030). It appeals to those planning for retirement or other long-term financial goals.
Market Risk
The ETF is suitable for long-term investors seeking a defined maturity bond strategy. It can be used as part of a broader fixed-income portfolio to manage duration and credit exposure.
Summary
The iShares iBonds Dec 2030 Term Corporate ETF provides targeted exposure to investment-grade corporate bonds maturing in 2030. Its defined maturity date makes it a useful tool for aligning bond investments with long-term financial goals. While it carries interest rate and credit risks, the ETF offers diversification and a low expense ratio. It is well-suited for long-term investors seeking income and capital preservation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- ETF.com
- Morningstar
Disclaimers:
Data is for informational purposes only and not financial advice. Market share and performance data are based on available information and may be subject to change. Investment decisions should be based on thorough research and consultation with a financial advisor.
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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