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Upturn AI SWOT - About
iShares iBonds Dec 2044 Term Treasury ETF (IBGA)
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Upturn Advisory Summary
08/14/2025: IBGA (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 -1.06% | Avg. Invested days 35 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.35 - 26.56 | Updated Date 06/28/2025 |
52 Weeks Range 23.35 - 26.56 | Updated Date 06/28/2025 |
Upturn AI SWOT
iShares iBonds Dec 2044 Term Treasury ETF
ETF Overview
Overview
The iShares iBonds Dec 2044 Term Treasury ETF (IBZM) provides exposure to U.S. Treasury bonds with a defined maturity date, targeting the 2044 maturity year. It offers a predictable income stream and return of principal at maturity, suitable for investors seeking duration-specific fixed income exposure.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is one of the world's largest asset managers with a strong reputation and a long track record of providing reliable ETF products.
Management Expertise
BlackRock has extensive expertise in fixed income management, with a dedicated team managing its iShares bond ETF lineup.
Investment Objective
Goal
To provide exposure to U.S. Treasury bonds maturing in December 2044, offering a defined maturity and predictable income stream.
Investment Approach and Strategy
Strategy: The ETF aims to track the investment results of an index composed of U.S. Treasury bonds that mature in December 2044.
Composition The ETF holds a portfolio of U.S. Treasury bonds with varying coupon rates, all maturing in December 2044.
Market Position
Market Share: IBZM's market share in the defined-maturity Treasury ETF segment is growing, but precise figures are highly dynamic.
Total Net Assets (AUM): 168343500
Competitors
Key Competitors
- Guggenheim BulletShares ETFs (BSJL, BSMO, BSJO)
Competitive Landscape
The competitive landscape includes other defined-maturity bond ETFs, particularly those from Guggenheim BulletShares. iShares offers the advantage of BlackRock's brand recognition and scale, while competitors may offer slightly different maturity ranges or expense ratios. IBZM focuses solely on U.S. Treasuries, offering safety, while other ETFs might include corporate bonds with associated credit risks.
Financial Performance
Historical Performance: The ETF's performance is linked to Treasury bond yields. Historical performance should be viewed considering the bond market conditions prevalent at the time.
Benchmark Comparison: The ETF aims to closely track its underlying index of U.S. Treasury bonds maturing in December 2044.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The average trading volume for IBZM is moderate, which is typical for a defined maturity bond ETF.
Bid-Ask Spread
The bid-ask spread for IBZM is generally tight, reflecting the liquidity of the underlying Treasury bonds.
Market Dynamics
Market Environment Factors
Interest rate movements, inflation expectations, and monetary policy influence the ETF's performance. Treasury bond yields directly impact the ETF's price.
Growth Trajectory
The ETF's growth is dependent on investor demand for defined-maturity Treasury exposure and the prevailing interest rate environment. As it approaches maturity, the portfolio's duration decreases.
Moat and Competitive Advantages
Competitive Edge
IBZM offers a simple and transparent way to access U.S. Treasury bonds with a specific maturity date. Its low expense ratio and the backing of BlackRock provide a competitive advantage. The focus on Treasuries provides a high degree of credit safety. It aligns with investors seeking predictable income and return of principal at a defined date, avoiding the complexities of individual bond selection.
Risk Analysis
Volatility
IBZM's volatility is relatively low, reflecting the stability of U.S. Treasury bonds. However, it is subject to interest rate risk.
Market Risk
The primary market risk is interest rate risk. Rising interest rates can cause the ETF's price to decline. Credit risk is minimal as the ETF invests solely in U.S. Treasury bonds.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a predictable income stream and return of principal at a specific future date, with a conservative risk tolerance.
Market Risk
IBZM is best suited for long-term investors, particularly those planning for retirement or other long-term goals.
Summary
The iShares iBonds Dec 2044 Term Treasury ETF offers exposure to a portfolio of U.S. Treasury bonds maturing in 2044. It is a defined-maturity ETF providing predictable income and return of principal upon maturity. With a low expense ratio and the backing of BlackRock, it is a viable option for investors seeking low-risk fixed income exposure. However, its performance is subject to interest rate risk, and investors should consider their individual financial goals and risk tolerance before investing. The ETF is best suited for long-term investors seeking low-risk fixed income exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- BlackRock.com
- Morningstar.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and ETF performance can change over time. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
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 iBonds Dec 2044 Term Treasury ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to meet its investment objective generally by investing in individual securities which satisfy the criteria of the index. The underlying index consists of publicly-issued U.S. Treasury securities that are scheduled to mature between January 1, 2044 and December 15, 2044, inclusive.
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