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Upturn AI SWOT - About
iShares iBonds Dec 2031 Term Treasury ETF (IBTL)
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Upturn Advisory Summary
08/14/2025: IBTL (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 6.96% | Avg. Invested days 65 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.12 | 52 Weeks Range 19.09 - 20.58 | Updated Date 06/29/2025 |
52 Weeks Range 19.09 - 20.58 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares iBonds Dec 2031 Term Treasury ETF
ETF Overview
Overview
The iShares iBonds Dec 2031 Term Treasury ETF (IBTS) offers exposure to a portfolio of U.S. Treasury bonds maturing in 2031. It aims to provide a predictable income stream and return of capital at maturity, focusing on the U.S. government debt market with a defined term.
Reputation and Reliability
BlackRock is a reputable and reliable issuer with a long track record in the ETF market.
Management Expertise
BlackRock possesses significant management expertise and resources for managing fixed-income ETFs.
Investment Objective
Goal
To provide exposure to U.S. Treasury bonds maturing in 2031 and to deliver a return of capital at maturity.
Investment Approach and Strategy
Strategy: The ETF invests in U.S. Treasury bonds with a final maturity date in 2031, holding them until maturity.
Composition The ETF holds a portfolio consisting solely of U.S. Treasury bonds.
Market Position
Market Share: Insufficient data available to determine precise market share.
Total Net Assets (AUM): 81882934
Competitors
Key Competitors
- Invesco BulletShares 2031 Corporate Bond ETF (BSKU)
Competitive Landscape
The competitive landscape consists of other term maturity bond ETFs. IBTS offers exposure to U.S. Treasuries, providing a low-risk option. Competitors like BSKU hold corporate bonds, carrying credit risk but potentially offering higher yields. IBTS's focus on Treasuries makes it a lower-risk investment.
Financial Performance
Historical Performance: Insufficient data available to show long term historical performance.
Benchmark Comparison: The ETF's benchmark is a portfolio of U.S. Treasury bonds maturing in 2031. Performance tracking efficacy depends on how tightly the ETF's holdings align with that benchmark.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
IBTS exhibits moderate liquidity, reflecting the demand for targeted maturity treasury ETFs.
Bid-Ask Spread
The bid-ask spread is typically low, indicating efficient trading costs.
Market Dynamics
Market Environment Factors
Interest rate movements, inflation expectations, and fiscal policy decisions influence the ETF's performance.
Growth Trajectory
Growth trends are influenced by the demand for defined maturity Treasury bond ETFs and overall interest rate environment.
Moat and Competitive Advantages
Competitive Edge
IBTS provides a straightforward and transparent approach to investing in U.S. Treasury bonds maturing in 2031. Its defined maturity date offers investors predictability in terms of principal repayment. The fund's low expense ratio also gives it an edge. Its focused strategy on Treasury bonds appeals to risk-averse investors seeking government-backed securities.
Risk Analysis
Volatility
Volatility is generally low, reflecting the low-risk nature of U.S. Treasury bonds.
Market Risk
The primary risk is interest rate risk, as rising rates can negatively impact bond prices. Inflation risk is also relevant as rising inflation erodes purchasing power.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking a predictable income stream, capital preservation, and exposure to U.S. Treasury bonds with a defined maturity date.
Market Risk
Suitable for long-term investors seeking a low-risk, buy-and-hold investment with a targeted maturity.
Summary
The iShares iBonds Dec 2031 Term Treasury ETF (IBTS) provides targeted exposure to U.S. Treasury bonds maturing in 2031, offering a low-risk option for investors. It's suitable for those seeking predictable income and return of capital at a specific date. The fund's performance is susceptible to interest rate fluctuations. IBTS's low expense ratio and BlackRock's reputable management make it a compelling choice for risk-averse investors seeking a defined-maturity Treasury bond investment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual financial circumstances and consultation 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 2031 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 underlying index. The underlying index consists of publicly-issued U.S. Treasury securities that are scheduled to mature between January 1, 2031 and December 15, 2031, inclusive. The fund will invest at least 80% of its assets in the component securities of the underlying index.
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.