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Upturn AI SWOT - About
iShares iBonds Dec 2030 Term Treasury ETF (IBTK)
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Upturn Advisory Summary
08/14/2025: IBTK (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 10.38% | Avg. Invested days 80 | 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 1 | 52 Weeks Range 18.48 - 19.85 | Updated Date 06/30/2025 |
52 Weeks Range 18.48 - 19.85 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares iBonds Dec 2030 Term Treasury ETF
ETF Overview
Overview
The iShares iBonds Dec 2030 Term Treasury ETF (IBTI) seeks to provide exposure to U.S. Treasury bonds maturing in 2030. It offers a targeted maturity date, potentially allowing investors to align their bond investments with specific financial goals. The fund invests primarily in U.S. Treasury bonds, offering relatively low credit risk.
Reputation and Reliability
BlackRock is a reputable and reliable issuer, being one of the largest asset managers globally with a long track record of managing ETFs.
Management Expertise
BlackRock possesses extensive experience and expertise in managing fixed income ETFs, including a dedicated team focused on bond strategies.
Investment Objective
Goal
To provide investment results that correspond to the price and yield performance of the ICE 2030 Maturity US Treasury Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the ICE 2030 Maturity US Treasury Index. It invests in U.S. Treasury bonds with maturity dates in 2030.
Composition The ETF holds a portfolio of U.S. Treasury bonds with varying coupon rates and maturity dates all converging towards December 2030.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 120900000
Competitors
Key Competitors
- XTEN
- GOVT
- VGIT
- IEF
Competitive Landscape
The competitive landscape includes various U.S. Treasury ETFs with different maturity ranges and investment strategies. IBTI differentiates itself with its specific 2030 maturity target, offering a tailored approach for investors with defined timelines. Other competitors may offer broader Treasury exposure or different maturity profiles. IBTI is not first to market.
Financial Performance
Historical Performance: Data unavailable.
Benchmark Comparison: Data unavailable.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The average trading volume can fluctuate, but should generally be sufficient for most investors, based on AUM.
Bid-Ask Spread
Bid-ask spreads are typically tight for Treasury ETFs, reflecting the high liquidity of the underlying assets.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and overall economic growth significantly impact IBTI. Changes in the yield curve also affect the ETF's performance.
Growth Trajectory
Growth depends on interest rate movements, investor demand for targeted maturity Treasury exposure, and overall market conditions.
Moat and Competitive Advantages
Competitive Edge
IBTI's competitive advantage lies in its targeted maturity approach, allowing investors to align bond investments with specific future dates, such as retirement. This structure helps in cash-flow planning and reduces reinvestment risk at maturity. The fund offers a precise target date, which can be a key differentiator for investors with specific goals. Furthermore, being an iShares product leverages BlackRock's brand recognition and ETF management expertise.
Risk Analysis
Volatility
IBTI's volatility is primarily driven by interest rate fluctuations. Rising interest rates can negatively impact the ETF's value, and falling rates can increase its value.
Market Risk
The primary market risk is interest rate risk. Changes in interest rates will affect the value of the underlying Treasury bonds and, consequently, the ETF's price.
Investor Profile
Ideal Investor Profile
Ideal investors include those seeking exposure to U.S. Treasury bonds with a specific maturity date, such as individuals planning for retirement or other future financial obligations.
Market Risk
IBTI is best suited for long-term investors seeking predictable income and low credit risk, aligning their fixed income portfolio with a specific target date.
Summary
The iShares iBonds Dec 2030 Term Treasury ETF offers exposure to U.S. Treasury bonds maturing in 2030. It's a useful tool for investors seeking to align their fixed income investments with specific future financial goals. The ETF provides low credit risk but is susceptible to interest rate fluctuations. BlackRock's management provides a level of security. IBTI is suitable for investors seeking stability and predictable cash flows within a target-date investment strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- SEC Filings
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and after consultation with a qualified financial advisor. Past performance is not indicative of future results.
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 2030 Term Treasury ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to meet its investment objective generally by investing in individual securities which satisfy the criteria of the ICE 2030 Maturity U.S. Treasury Index (the underlying index). It may also invest in short-term paper, cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates. The underlying index consists of publicly-issued U.S. Treasury securities that are scheduled to mature between January 1, 2030 and December 15, 2030, inclusive.
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.