Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
iShares iBonds Dec 2026 Term Treasury ETF(IBTG)
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 IBTG
10/28/2026: IBTG (2-star) has a low Upturn Star Rating. Not recommended to BUY.
The iShares iBonds Dec 2026 Term Treasury ETF (IBTG) provides investors with exposure to a portfolio of US Treasury bonds that mature in December 2026. By holding these bonds to maturity, the fund functions similarly to a bond ladder, offering more predictability than standard fixed-income ETFs. Its primary strengths are the high credit quality of US Treasuries, low management fees, and the clarity of its maturity schedule. Investors should be aware of interest rate risk, which remains the primary factor affecting the fund's market price before the maturity date. This ETF is best suited for conservative investors or those with a specific 2026 financial goal who prioritize safety and simplicity over high growth.
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 focuses on capital preservation and income rather than the capital appreciation required by growth investors. |
| Momentum investor | Weak fit | Bond ETFs with defined maturities generally lack the volatility and trend characteristics that momentum investors seek. |
| Value investor | Mixed fit | Value investors may appreciate the transparency of the yield, but the fund does not offer the potential for market-beating returns. |
| Dividend/Income investor | Strong fit | The fund is well-suited for income investors seeking predictable, periodic interest payments from high-quality government debt. |
| Low-risk investor | Strong fit | US Treasuries are considered among the safest assets, making this a strong choice for those prioritizing capital preservation. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a predictable return of principal by 2026, suitable for goals such as tuition payments or capital preservation.
Suitability
Best for long-term buy-and-hold investors who want to match their investment to a specific future cash need.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | The fund's duration shortens over time, which naturally dampens price volatility as the maturity date nears. |
| Market risk | Medium | While Treasuries are credit-safe, the fund is subject to market price fluctuations based on changes in prevailing interest rates. |
| Concentration | Medium | The portfolio is concentrated in bonds maturing in a single calendar year, creating sensitivity to the interest rate environment of that specific duration. |
| Tracking/expense | Low | A very low expense ratio and efficient index replication ensure that tracking error remains minimal for the investor. |
| Liquidity | Low | US Treasury bonds are highly liquid, ensuring the fund can typically trade near its net asset value. |
| Business/sector quality | Low / none | The fund invests in government debt, which carries virtually no credit or business default risk. |
Risk Analysis
Volatility
IBTG exhibits low volatility typical of short-to-intermediate duration government bond funds.
Market Risk
The primary risk is interest rate risk; if rates rise, the price of the bonds held by the ETF will fall.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | US Treasury Bonds maturing in 2026 | 99.5 | These holdings provide exposure to US government-backed debt with a specific maturity date, minimizing duration risk as the fund approaches its termination date. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Small cash balances are maintained to manage liquidity and facilitate daily fund operations. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 13.8% | Avg. Invested days 218 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.