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Upturn AI SWOT - About
iShares iBonds Dec 2027 Term Treasury ETF (IBTH)
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Upturn Advisory Summary
08/14/2025: IBTH (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 8.17% | Avg. Invested days 99 | 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 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.58 | 52 Weeks Range 21.19 - 22.49 | Updated Date 06/30/2025 |
52 Weeks Range 21.19 - 22.49 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares iBonds Dec 2027 Term Treasury ETF
ETF Overview
Overview
The iShares iBonds Dec 2027 Term Treasury ETF (IBTJ) seeks to provide exposure to U.S. Treasury bonds maturing in 2027. The ETF offers a predictable income stream and return of principal at maturity, with a focus on U.S. government debt and is designed for investors seeking a defined maturity date.
Reputation and Reliability
BlackRock is a reputable and reliable issuer with a long track record of managing ETFs.
Management Expertise
BlackRock has extensive expertise in fixed income and ETF management.
Investment Objective
Goal
Seeks to provide exposure to U.S. Treasury bonds maturing in 2027 and deliver a return of principal at maturity.
Investment Approach and Strategy
Strategy: Tracks an index composed of U.S. Treasury bonds with maturity dates in 2027.
Composition Primarily holds U.S. Treasury bonds.
Market Position
Market Share: IBTJ holds a moderate market share within the defined maturity Treasury ETF segment.
Total Net Assets (AUM): 67480000
Competitors
Key Competitors
- Invesco BulletShares 2027 USD Emerging Market Debt ETF (BSEN)
- Invesco BulletShares 2027 Corporate Bond ETF (BSCR)
- SPDR Bloomberg SASB Corporate Bond ESG ETF (WFCO)
Competitive Landscape
The competitive landscape consists of other defined maturity ETFs, some focusing on corporate bonds or other fixed income sectors. IBTJ's advantage lies in its focus on U.S. Treasury bonds, providing a low-risk option. A disadvantage is that it only holds treasury bonds instead of a mix.
Financial Performance
Historical Performance: Historical performance data is not included due to limitations and the need for frequent updates. Investors should consult the fund's website for the most recent information.
Benchmark Comparison: Benchmark comparison is not included due to limitations and the need for frequent updates. Investors should consult the fund's website for the most recent information.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
IBTJ exhibits moderate liquidity, suitable for most investors but consider higher volatility during stressed market conditions.
Bid-Ask Spread
The bid-ask spread is typically low, reflecting sufficient liquidity for trading.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation expectations, and government fiscal policy significantly influence IBTJ's performance.
Growth Trajectory
IBTJ's growth trajectory is tied to investor demand for defined-maturity Treasury products. Changes to the yield curve and macroeconomic conditions drive changes in holdings.
Moat and Competitive Advantages
Competitive Edge
IBTJ's competitive edge lies in its focus on U.S. Treasury bonds with a defined maturity date, providing a relatively safe and predictable investment. The ETF's structure provides transparency and liquidity. BlackRock's strong reputation and extensive distribution network further contribute to its competitive advantage. Investors seeking low risk with a maturity date find this ETF appealing. The ETF's low expense ratio makes it more appealing than similar products.
Risk Analysis
Volatility
IBTJ exhibits low volatility due to its focus on U.S. Treasury bonds.
Market Risk
Market risk is primarily tied to interest rate risk, as bond prices are sensitive to changes in interest rates.
Investor Profile
Ideal Investor Profile
The ideal investor for IBTJ is a risk-averse investor seeking a predictable income stream and return of principal at maturity.
Market Risk
IBTJ is best suited for long-term investors seeking to match liabilities or have a specific investment horizon.
Summary
The iShares iBonds Dec 2027 Term Treasury ETF offers a defined-maturity investment in U.S. Treasury bonds. It is a low-risk option suitable for risk-averse investors seeking a predictable income stream and return of principal at a specific date. The ETF's performance is sensitive to interest rate changes. BlackRock's management expertise and low expense ratio enhance its appeal. IBTJ can be a valuable component of a diversified fixed income portfolio for those with specific time horizons.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- BlackRock Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data is estimated and may not reflect precise figures.
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 2027 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 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, 2027 and December 15, 2027, inclusive.
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