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- Upturn Summary
- Fund Details
Upturn AI Summary
iShares iBonds Dec 2030 Term Treasury ETF(IBTK)
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 IBTK
10/28/2026: IBTK (2-star) is currently NOT-A-BUY. Pass it for now.
IBTK provides investors with exposure to a portfolio of US Treasury securities maturing in 2030, offering the reliability of government-backed debt with a defined investment horizon. Its main strengths include a low expense ratio, high issuer quality, and the ability to simplify bond laddering for individual investors. It serves as a key tool for capital preservation and steady income generation. Investors should be mindful of interest rate risk, which can impact the fund's market value prior to maturity, and the fact that the fund will liquidate in 2030. It is best suited for conservative, income-oriented investors who want predictable duration management.
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 is designed for capital preservation and income rather than aggressive capital appreciation. |
| Momentum investor | Weak fit | Bond ETFs are generally not suitable for momentum strategies that rely on price volatility and trend-following. |
| Value investor | Mixed fit | It provides a clear yield-to-maturity, though it lacks the upside potential often sought by value investors. |
| Dividend/Income investor | Strong fit | It provides predictable interest income from high-quality US Treasury securities. |
| Low-risk investor | Strong fit | The portfolio holds US government-backed assets, offering minimal credit risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is a conservative individual or income-focused advisor seeking to lock in yields for a specific time horizon.
Suitability
Best suited for long-term investors looking to hold until maturity or use the fund as part of a structured bond ladder.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | Bond prices fluctuate with interest rate changes, though volatility decreases as maturity nears. |
| Market risk | Medium | General changes in interest rates will impact the net asset value of the fund. |
| Concentration | Medium | The fund is concentrated in debt maturing in a specific year, limiting exposure to other yield curves. |
| Tracking/expense | Low | The low expense ratio and simple index structure result in minimal tracking error. |
| Liquidity | Low | Treasuries are among the most liquid assets globally, ensuring easy exit. |
| Business/sector quality | Low / none | US Treasuries carry the highest possible credit quality, minimizing default risk. |
Risk Analysis
Volatility
IBTK exhibits low historical volatility compared to equity markets, though it remains sensitive to the duration risk inherent in 2030-dated bonds.
Market Risk
The primary risk is interest rate risk; if rates rise, the market value of the underlying bonds will fall.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | US Treasury Notes and Bonds maturing in 2030 | 99 | This exposure provides fixed-income yield backed by the US government with a predictable maturity timeline. |
| Cash/collateral | Cash and Cash Equivalents | 1 | Small cash holdings are maintained for liquidity and to facilitate fund operations. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 13.53% | Avg. Invested days 109 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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