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iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF (IBDW)
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Upturn Advisory Summary
10/24/2025: IBDW (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 9.65% | Avg. Invested days 57 | 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 1.23 | 52 Weeks Range 19.26 - 21.18 | Updated Date 06/29/2025 |
52 Weeks Range 19.26 - 21.18 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
ETF Overview
Overview
The iShares iBonds Dec 2031 Term Corporate ETF (IBDM) is a target maturity ETF that invests in a diversified portfolio of investment-grade U.S. corporate bonds. Its goal is to provide exposure to the corporate bond market and mature in December 2031, returning the par value of the bonds held (less expenses). The fund is passively managed, tracking an index of corporate bonds.
Reputation and Reliability
iShares is a well-established and reputable ETF provider, known for offering a wide range of investment products and reliable fund management.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in managing fixed-income investments.
Investment Objective
Goal
To track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds maturing in 2031.
Investment Approach and Strategy
Strategy: The ETF tracks a market-weighted index of U.S. dollar-denominated, investment-grade corporate bonds scheduled to mature in 2031.
Composition The ETF holds a portfolio of U.S. corporate bonds with maturity dates primarily in 2031. These bonds are investment-grade.
Market Position
Market Share: Information not available without specific market share data.
Total Net Assets (AUM): 522900000
Competitors
Key Competitors
- Invesco BulletShares 2031 Corporate Bond ETF (BSKU)
- Xtrackers Barclays US Investment Grade Corporate Bond ETF (LQD)
Competitive Landscape
The corporate bond ETF market is competitive, with several providers offering similar maturity-based and broad-market exposure. IBDM competes with other term maturity ETFs and broader corporate bond ETFs. Advantages include its target maturity date and iShares' brand recognition. Disadvantages may include higher expense ratios compared to broader market corporate bond ETFs.
Financial Performance
Historical Performance: Data on historical performance should be obtained from financial data providers.
Benchmark Comparison: Performance should be compared against the benchmark index (ICE 2031 Maturity Corporate Index) for accuracy.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
The ETF exhibits a moderate average trading volume, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, suggesting relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and credit spreads influence the performance of IBDM. Investor sentiment towards corporate bonds also plays a significant role.
Growth Trajectory
The growth trajectory is tied to the issuance of corporate bonds maturing in 2031 and investor demand for target maturity bond ETFs. No major changes in strategy are expected.
Moat and Competitive Advantages
Competitive Edge
IBDM benefits from the established iShares brand and its target maturity structure, which allows investors to plan for specific future liabilities. The ETF's diversified portfolio of investment-grade corporate bonds provides a balance between risk and return. Its transparent and rules-based investment approach offers predictability. This combination helps attract investors seeking defined maturity exposure to the corporate bond market, leading to steady asset growth and market presence.
Risk Analysis
Volatility
IBDM's volatility is moderate, reflecting the investment-grade nature of its holdings.
Market Risk
The ETF is subject to interest rate risk, credit risk (risk of default by the bond issuers), and inflation risk.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking a defined maturity investment in corporate bonds, typically for retirement planning or liability matching.
Market Risk
IBDM is best suited for long-term investors seeking a predictable income stream and principal repayment at maturity.
Summary
The iShares iBonds Dec 2031 Term Corporate ETF (IBDM) offers a targeted approach to investing in U.S. corporate bonds maturing in 2031. Its passive management and investment-grade focus provide stability. Investors seeking to align their fixed-income portfolio with a specific future date and mitigate reinvestment risk may find IBDM appealing. Its main risk factors are interest rate and credit risks associated with corporate bonds, but it provides exposure to the market through a convenient ETF structure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a financial advisor. Market share data may vary based on reporting source and time period.
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 2031 Term Corporate ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is composed of U.S. dollar-denominated, taxable, investment-grade corporate bonds scheduled to mature between January 1, 2031 and December 15, 2031, inclusive. The fund 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 of the types included in the underlying index. It is non-diversified.
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