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Upturn AI SWOT - About
iShares iBonds Dec 2028 Term Treasury ETF (IBTI)
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Upturn Advisory Summary
10/24/2025: IBTI (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 10.49% | Avg. Invested days 102 | 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 0.72 | 52 Weeks Range 20.96 - 22.36 | Updated Date 06/30/2025 |
52 Weeks Range 20.96 - 22.36 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares iBonds Dec 2028 Term Treasury ETF
ETF Overview
Overview
The iShares iBonds Dec 2028 Term Treasury ETF (IBTE) provides exposure to U.S. Treasury bonds with a defined maturity date, offering a predictable income stream and return of principal at maturity. It focuses on the U.S. Treasury sector and aims to deliver the performance of U.S. Treasury bonds maturing in 2028.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive track record in managing ETFs.
Management Expertise
BlackRock's management team possesses extensive experience in fixed-income investing and ETF management.
Investment Objective
Goal
The investment goal is to provide investors with exposure to U.S. Treasury bonds maturing in 2028 and to hold these bonds until maturity, providing a defined maturity date investment.
Investment Approach and Strategy
Strategy: IBTE aims to hold U.S. Treasury bonds with a maturity date in December 2028. It does not track a specific index but rather selects bonds based on their maturity date.
Composition The ETF holds a portfolio of U.S. Treasury bonds maturing in December 2028.
Market Position
Market Share: Insufficient data available to determine specific market share.
Total Net Assets (AUM): 114000000
Competitors
Key Competitors
- Invesco BulletShares 2028 Corporate Bond ETF (BSCS)
- SPDR Portfolio Aggregate Bond ETF (SPAB)
- Vanguard Total Bond Market ETF (BND)
Competitive Landscape
The competitive landscape includes other term maturity bond ETFs, as well as broader aggregate bond ETFs. IBTE's advantage lies in its specific maturity date and focus on U.S. Treasuries, providing a predictable investment horizon. Competitors offer exposure to different segments of the bond market or have different maturity dates.
Financial Performance
Historical Performance: Historical performance data can be obtained from the iShares website or other financial data providers.
Benchmark Comparison: IBTE's performance should be compared to an index of U.S. Treasury bonds with a similar maturity date.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
Average trading volume for IBTE is moderately liquid, allowing investors to buy and sell shares efficiently.
Bid-Ask Spread
The bid-ask spread for IBTE is typically tight, reflecting its liquidity and the efficiency of the market.
Market Dynamics
Market Environment Factors
Interest rate movements, inflation expectations, and overall economic conditions can affect the value of IBTE's holdings.
Growth Trajectory
IBTE's growth is tied to investor demand for defined maturity Treasury bond exposure. Changes to strategy are unlikely due to its defined maturity mandate, but holdings adjust as bonds mature.
Moat and Competitive Advantages
Competitive Edge
IBTE offers a specific maturity date, providing investors with a predictable investment horizon and return of principal at maturity. Its focus on U.S. Treasury bonds provides a high degree of credit quality. The low expense ratio further enhances its appeal. These factors give IBTE a competitive edge compared to more general bond funds or funds with less predictable maturity profiles. This allows for targeted allocation based on future liabilities or investment goals.
Risk Analysis
Volatility
IBTE's volatility is relatively low due to its investment in U.S. Treasury bonds, which are generally considered to be low-risk assets.
Market Risk
IBTE is subject to interest rate risk, meaning that its value may decline if interest rates rise. There is also inflation risk.
Investor Profile
Ideal Investor Profile
IBTE is ideal for investors seeking a predictable income stream and return of principal at a specific date in the future. It is suitable for those with a defined investment horizon and a need for low-risk investments.
Market Risk
IBTE is best for long-term investors who want to align their investments with specific future financial goals.
Summary
The iShares iBonds Dec 2028 Term Treasury ETF (IBTE) offers targeted exposure to U.S. Treasury bonds maturing in December 2028. Its primary advantage is its defined maturity date, providing investors with a predictable investment horizon. It is a low-risk investment suitable for long-term investors seeking to align their investments with future financial goals. The low expense ratio makes it a cost-effective option for accessing the U.S. Treasury bond market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- Bloomberg.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investors should consult with a qualified financial advisor before making any investment decisions. Market share data may not be precise due to limited availability.
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 2028 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, 2028 and December 15, 2028, inclusive.
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