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Upturn AI SWOT - About
iShares iBonds Dec 2025 Term Treasury ETF (IBTF)
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Upturn Advisory Summary
10/24/2025: IBTF (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 9.68% | Avg. Invested days 203 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.26 | 52 Weeks Range 22.24 - 23.36 | Updated Date 06/30/2025 |
52 Weeks Range 22.24 - 23.36 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares iBonds Dec 2025 Term Treasury ETF
ETF Overview
Overview
The iShares iBonds Dec 2025 Term Treasury ETF (IBTE) seeks to provide exposure to U.S. Treasury bonds with a maturity date in 2025. It offers a defined maturity date, allowing investors to align their bond investments with specific financial goals. The fund invests primarily in U.S. Treasury securities.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and track record.
Management Expertise
BlackRock has a highly experienced fixed income management team.
Investment Objective
Goal
To provide investment results that closely correspond to the performance of the ICE 2025 Maturity US Treasury Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the performance of an index composed of U.S. Treasury bonds maturing in 2025.
Composition The ETF holds a portfolio of U.S. Treasury bonds with a maturity date in December 2025.
Market Position
Market Share: Difficult to define precisely due to variations in specific maturity-targeted Treasury ETFs; IBTE is a prominent player in its defined maturity segment.
Total Net Assets (AUM): 602155947
Competitors
Key Competitors
- Invesco BulletShares 2025 Treasury Bond ETF (BSGV)
- First Trust Target Maturity 2025 Treasury ETF (FIVG)
Competitive Landscape
The competitive landscape involves ETFs offering exposure to similar maturity Treasury bonds. IBTE benefits from BlackRock's strong brand and large AUM, leading to higher liquidity, while competitors might offer slightly different index methodologies or expense ratios. The advantage of IBTE over its competitors is the backing of one of the world's most reputable investment managers.
Financial Performance
Historical Performance: Historical performance should be obtained from reliable sources like Morningstar, iShares' official website, or Bloomberg.
Benchmark Comparison: Compare the ETFu2019s performance to the ICE 2025 Maturity US Treasury Index to gauge its effectiveness.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The average trading volume can be found on financial data websites such as Yahoo Finance and varies over time, reflecting market dynamics.
Bid-Ask Spread
The bid-ask spread typically remains tight due to its focus on liquid U.S. Treasury securities, but can vary based on market conditions.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rate changes, inflation, and overall market sentiment significantly impact IBTE's performance. The maturity date also makes it sensitive to duration risks close to 2025.
Growth Trajectory
Growth depends on investor demand for defined-maturity Treasury ETFs and overall interest rate environment. No major strategy or holdings changes expected until its maturity.
Moat and Competitive Advantages
Competitive Edge
IBTE benefits from the strong brand recognition and distribution network of iShares (BlackRock). Its defined maturity date caters to investors seeking predictable income streams and alignment with specific financial goals. It offers diversification within U.S. Treasury bonds and reduces credit risk by focusing solely on government-backed securities. Its low expense ratio compared to similar products makes it a compelling option. The ETF offers a simple and transparent way to invest in a basket of Treasuries maturing in 2025.
Risk Analysis
Volatility
IBTE's volatility is generally low, reflecting the stability of U.S. Treasury bonds. However, interest rate changes can impact its value.
Market Risk
IBTE faces market risk due to potential fluctuations in interest rates. Rising rates can lead to a decline in bond values.
Investor Profile
Ideal Investor Profile
IBTE is suited for investors seeking predictable income, low credit risk, and a defined maturity date for their bond investments. These investors often use it for liability matching or target-date investing.
Market Risk
IBTE is generally suitable for long-term investors, especially those planning for specific future expenses or liabilities.
Summary
The iShares iBonds Dec 2025 Term Treasury ETF (IBTE) offers a targeted exposure to U.S. Treasury bonds maturing in 2025, making it attractive for investors with defined maturity investment strategies. Managed by BlackRock, the ETF boasts a low expense ratio and the inherent safety of U.S. government debt. It is well-suited for long-term investors seeking predictable income and low credit risk, especially those looking to match future liabilities. However, it is important to consider interest rate risk and the ETF's eventual liquidation upon maturity.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- Morningstar
- Bloomberg
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Market conditions can change rapidly.
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 2025 Term Treasury ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its assets in the component securities of the underlying index, and it will invest at least 90% of its assets in U.S. Treasury securities that BFA believes will help the fund track the underlying index. The underlying index consists of publicly-issued U.S. Treasury securities that are scheduled to mature between January 1, 2025 and December 15, 2025, inclusive.
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