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Upturn AI SWOT - About
iShares iBonds Dec 2054 Term Treasury ETF (IBGK)
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Upturn Advisory Summary
10/24/2025: IBGK (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 0.4% | Avg. Invested days 51 | 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 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 22.70 - 26.59 | Updated Date 06/28/2025 |
52 Weeks Range 22.70 - 26.59 | Updated Date 06/28/2025 |
Upturn AI SWOT
iShares iBonds Dec 2054 Term Treasury ETF
ETF Overview
Overview
The iShares iBonds Dec 2054 Term Treasury ETF (IB54) provides exposure to U.S. Treasury bonds maturing in 2054, offering a targeted maturity date and a laddered bond portfolio approach.
Reputation and Reliability
BlackRock is a reputable and reliable issuer, known for its extensive experience and wide range of ETF offerings.
Management Expertise
BlackRock has a strong management team with expertise in fixed-income investments and ETF management.
Investment Objective
Goal
Seeks to track the investment results of an index composed of U.S. Treasury bonds scheduled to mature in December 2054.
Investment Approach and Strategy
Strategy: The ETF aims to hold U.S. Treasury bonds with a maturity date in December 2054, providing exposure to a specific point on the yield curve.
Composition The ETF holds U.S. Treasury bonds.
Market Position
Market Share: IB54 has a niche market share within the defined maturity Treasury ETF segment.
Total Net Assets (AUM): 68.490613
Competitors
Key Competitors
- iShares iBonds Dec 2024 Term Treasury ETF (IBDK)
- iShares iBonds Dec 2025 Term Treasury ETF (IBLE)
- iShares iBonds Dec 2026 Term Treasury ETF (IBMF)
Competitive Landscape
The competitive landscape involves various term Treasury ETFs from iShares, each targeting different maturity dates. IB54's advantage lies in its focus on the 2054 maturity, catering to investors with very long-term investment horizons. Its disadvantage is the heightened interest rate sensitivity associated with longer-dated bonds.
Financial Performance
Historical Performance: Historical performance can be obtained through iShares or other financial data providers.
Benchmark Comparison: The ETF is benchmarked against an index of U.S. Treasury bonds maturing in December 2054.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The average trading volume is modest compared to broader market ETFs.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting the liquidity of U.S. Treasury bonds.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation expectations, and Federal Reserve policy significantly impact IB54's performance.
Growth Trajectory
Growth depends on investor demand for targeted maturity Treasury ETFs and the prevailing interest rate environment. Strategy and holdings remain static, dictated by the target date.
Moat and Competitive Advantages
Competitive Edge
IB54 offers a unique competitive edge by providing targeted exposure to U.S. Treasury bonds maturing in December 2054. This allows investors to precisely align their fixed-income investments with specific long-term financial goals. BlackRock's established presence in the ETF market adds credibility. The defined maturity structure is appealing to investors seeking predictability, and the low expense ratio further enhances its attractiveness.
Risk Analysis
Volatility
IB54 exhibits higher volatility compared to shorter-term Treasury ETFs due to its longer duration.
Market Risk
The primary market risk is interest rate risk. Rising interest rates could negatively impact the ETF's value.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking targeted exposure to U.S. Treasury bonds with a specific maturity date.
Market Risk
Suitable for long-term investors seeking passive exposure to long-dated U.S. Treasuries.
Summary
The iShares iBonds Dec 2054 Term Treasury ETF (IB54) offers a targeted way to invest in U.S. Treasury bonds maturing in 2054. As a bond ETF, it provides a defined maturity date which allows for better predictability and planning in long-term investment strategies. The ETF's performance is sensitive to interest rate fluctuations, making it suitable for investors with specific views on the direction of interest rates. BlackRock's reputation provides reassurance regarding management and stability, though low AUM indicates smaller popularity.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares official website
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified 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 2054 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, 2054 and December 15, 2054, inclusive.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.