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iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF(IBDX)
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 IBDX
11/06/2026: IBDX (2-star) has a low Upturn Star Rating. Not recommended to BUY.
IBDX provides targeted exposure to a diversified portfolio of investment-grade U.S. corporate bonds maturing in 2032. Managed by BlackRock, the ETF functions like an individual bond with a defined maturity, offering investors cost-efficient income and reduced interest rate risk as the terminal year approaches. It is best suited for income-focused, conservative investors who want to plan for a specific future liability or build a custom bond ladder. Key risks include credit spread sensitivity, inflation, and interest rate fluctuations. Investors should monitor macroeconomic trends and the credit health of the underlying corporate issuers.
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 | Fixed-income term funds are not suited for short-term momentum trading strategies. |
| Value investor | Mixed fit | It offers value for those seeking yield in a defined time horizon, though it lacks the upside potential of equities. |
| Dividend/Income investor | Strong fit | It provides a predictable stream of income with a known maturity date, ideal for income-focused portfolios. |
| Low-risk investor | Strong fit | The defined maturity limits interest rate risk for investors who hold the fund until its terminal year. |
Investor Profile
Ideal Investor Profile
Conservative to moderate investors seeking a predictable bond-like investment with a specific time horizon.
Suitability
Best for long-term investors or those building bond ladders, rather than active traders or those seeking short-term capital growth.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Bond prices fluctuate with interest rate changes, though volatility decreases as the maturity date nears. |
| Market risk | Medium | Changes in general economic conditions can affect the credit spreads of the underlying corporate issuers. |
| Concentration | Medium | The fund is concentrated in debt maturing in a specific year, limiting diversification across maturity dates. |
| Tracking/expense | Low | The fund maintains a low expense ratio and high tracking accuracy relative to its benchmark. |
| Liquidity | Low | The underlying investment-grade bonds generally have sufficient liquidity for the fund's needs. |
| Business/sector quality | Medium | The fund holds investment-grade debt, which carries lower default risk than high-yield bonds but is not risk-free. |
Risk Analysis
Volatility
IBDX has moderate volatility typical of mid-to-long-term investment-grade corporate bonds, which decreases as the fund approaches 2032.
Market Risk
The fund is subject to interest rate risk and credit spread risk associated with the U.S. corporate bond market.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | Investment-Grade Corporate Bonds (2032 Maturity) | 99 | The fund holds a diverse basket of corporate bonds that expire in 2032, providing predictable duration exposure. |
| Cash/collateral | Cash and Cash Equivalents | 1 | Minor cash holdings are maintained to facilitate daily fund operations and liquidity needs. |
Analysis of Past Performance
Type ETF | Historic Profit 11.93% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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