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Upturn AI SWOT - About
iShares iBonds Dec 2028 Term Treasury ETF (IBTI)
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Upturn Advisory Summary
08/14/2025: 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 9.05% | Avg. Invested days 90 | 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 0.72 | 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 (IBTD) provides exposure to U.S. Treasury bonds with a defined maturity date, aiming to provide predictable income and return of principal at maturity. It focuses on the U.S. Treasury market and employs a buy-and-hold strategy.
Reputation and Reliability
BlackRock, the issuer, is one of the largest and most reputable asset managers globally, known for its extensive ETF offerings and sound investment practices.
Management Expertise
BlackRock has a strong team of fixed-income professionals with extensive experience in managing bond portfolios and ETFs.
Investment Objective
Goal
To seek to track the investment results of an index composed of U.S. Treasury bonds maturing in 2028.
Investment Approach and Strategy
Strategy: Tracks the ICE 2028 Maturity US Treasury Index, holding U.S. Treasury bonds that mature in the specified year.
Composition Primarily holds U.S. Treasury bonds.
Market Position
Market Share: Relatively small, as it's a niche product focused on a specific maturity year.
Total Net Assets (AUM): 79200000
Competitors
Key Competitors
- Invesco BulletShares 2028 USD Emerging Market Debt ETF (BSCO)
- Invesco BulletShares 2028 Corporate Bond ETF (BSCS)
- Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJU)
Competitive Landscape
The competitive landscape includes other term maturity ETFs, particularly those focusing on corporate bonds or broader fixed-income indices. IBTD's advantage lies in its focus on risk-free U.S. Treasuries, while competitors offer potentially higher yields but with greater credit risk. A disadvantage is the lower yield compared to corporate bond ETFs. The market is driven by interest rate expectations and the demand for defined maturity fixed-income products.
Financial Performance
Historical Performance: Historical performance depends on prevailing interest rates. As it launched in 2022, past performance is limited. (Historical data should be retrievable from financial APIs and presented numerically.)
Benchmark Comparison: Performance should closely track the ICE 2028 Maturity US Treasury Index.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The average trading volume is moderate, providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the liquidity of U.S. Treasury bonds.
Market Dynamics
Market Environment Factors
Economic indicators, inflation expectations, and Federal Reserve policy decisions significantly impact the ETF's performance. Higher interest rates can negatively impact bond values, while lower rates can boost them.
Growth Trajectory
Growth is linked to investor demand for defined maturity Treasury products. Strategy remains consistent focusing on holding bonds till maturity.
Moat and Competitive Advantages
Competitive Edge
IBTD's competitive advantage lies in its defined maturity date and focus on U.S. Treasury bonds, which are considered risk-free assets. This provides a predictable income stream and return of principal at maturity, appealing to investors seeking stability. BlackRock's reputation and expertise in fixed-income management also contribute to its competitive edge. It offers transparency and easy access to a portfolio of U.S. Treasury bonds with a specific maturity.
Risk Analysis
Volatility
Volatility is relatively low due to the focus on U.S. Treasury bonds.
Market Risk
The primary risk is interest rate risk, where rising rates can decrease the value of the ETF's holdings. There's also inflation risk, where inflation erodes the real return of the bonds.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, seeking predictable income and return of principal at a specific future date. It's suitable for those planning for specific future expenses, such as retirement or education.
Market Risk
Best for long-term investors seeking a defined maturity fixed-income investment.
Summary
The iShares iBonds Dec 2028 Term Treasury ETF (IBTD) offers exposure to U.S. Treasury bonds maturing in 2028. It provides a predictable income stream and return of principal at maturity, making it suitable for risk-averse investors planning for future expenses. Its performance is highly sensitive to interest rate movements. As a low-cost ETF by BlackRock, it's a solid option for investors aiming for defined-maturity U.S. Treasury exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- BlackRock Official Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is based on available information and is not financial advice. Investment decisions should be made after consulting with a qualified financial advisor.
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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