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iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF(IBDW)
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 IBDW
10/28/2026: IBDW (2-star) is currently NOT-A-BUY. Pass it for now.
IBDW provides exposure to a diversified basket of investment-grade corporate bonds that mature in December 2031. By holding these bonds until maturity, the fund helps investors reduce the interest rate risk typically associated with traditional bond ETFs. Its primary strengths are its low expense ratio, high issuer quality, and the ability to fit into a structured bond ladder strategy. Key risks include sensitivity to changes in market interest rates and potential credit spread widening. It is best suited for income-focused investors who want a defined maturity endpoint rather than perpetual duration exposure.
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 focuses on capital preservation and fixed income rather than the capital appreciation required by growth investors. |
| Momentum investor | Weak fit | Fixed-income term funds generally lack the price momentum characteristics typically sought by active momentum strategies. |
| Value investor | Mixed fit | Value investors may appreciate the yield-to-maturity value in corporate credit, though the fixed expiration limits long-term holding value. |
| Dividend/Income investor | Strong fit | The fund is highly suitable for income investors seeking reliable, predictable coupon payments until the 2031 maturity date. |
| Low-risk investor | Strong fit while signal remains positive | For investors with a horizon matching the 2031 date, the fund offers a way to lock in yields while minimizing interest rate risk compared to longer-duration bonds. |
Investor Profile
Ideal Investor Profile
The ideal investor is a conservative or income-focused individual seeking a specific maturity horizon, such as funding a liability or expense due in 2031.
Suitability
IBDW is best for passive index followers who want to hold bonds until a specific end date to minimize interest rate risk.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | As the maturity date nears, the volatility of the bond prices tends to decrease as they converge toward par value. |
| Market risk | Medium | Changes in general interest rates and corporate credit spreads will impact the net asset value of the fund. |
| Concentration | Low | The fund holds a broad, diversified basket of investment-grade corporate issuers, mitigating single-issuer credit risk. |
| Tracking/expense | Low | The low expense ratio and efficient index management result in minimal tracking error relative to the benchmark. |
| Liquidity | Low | The underlying corporate bonds are generally liquid, though market-wide liquidity crunches could temporarily impact exit costs. |
| Business/sector quality | Medium | The fund focuses on investment-grade credits, which are generally high quality, but remain susceptible to economic downturns. |
Risk Analysis
Volatility
IBDW exhibits lower historical volatility than equity-focused ETFs, with volatility decreasing as the fund approaches its maturity date.
Market Risk
The fund is primarily exposed to interest rate risk (duration) and credit risk associated with the investment-grade corporate issuers within the 2031 bucket.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | Investment-Grade U.S. Corporate Bonds (Target Maturity Dec 2031) | 99.5 | These bonds provide fixed income payments and are held until the 2031 maturity, reducing interest rate uncertainty for investors. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | A small amount of cash is held to manage daily fund flows and operational liquidity. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 10.44% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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