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Upturn AI SWOT - About
iShares iBonds Dec 2031 Term Treasury ETF (IBTL)
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Upturn Advisory Summary
10/24/2025: 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 8.07% | Avg. Invested days 73 | 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 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 (IBTD) provides exposure to a portfolio of U.S. Treasury bonds that mature in 2031. It offers a defined maturity date and aims to provide a predictable income stream. The asset allocation focuses solely on U.S. Treasury securities. The investment strategy involves holding bonds until maturity and distributing the proceeds.
Reputation and Reliability
BlackRock, the issuer, is one of the largest and most reputable asset managers globally, known for its reliable ETF products.
Management Expertise
BlackRock possesses extensive experience and expertise in managing fixed-income investments.
Investment Objective
Goal
The ETF seeks to track the investment results of an index composed of U.S. Treasury bonds that mature in 2031.
Investment Approach and Strategy
Strategy: The ETF aims to track a specific index of U.S. Treasury bonds maturing in a specific year.
Composition The ETF holds U.S. Treasury bonds.
Market Position
Market Share: IBTD's market share within the defined maturity Treasury ETF segment is substantial, but specific figures fluctuate.
Total Net Assets (AUM): 390490268
Competitors
Key Competitors
- Invesco BulletShares USD Treasury ETF 2031 (BSLT)
Competitive Landscape
The competitive landscape is moderately concentrated, with iShares being a major player. IBTD benefits from BlackRock's brand recognition and established distribution network. However, competitors like Invesco offer similar products at comparable expense ratios.
Financial Performance
Historical Performance: Historical performance is dependent on prevailing interest rates and bond yields. Performance data is tracked over 1, 3, 5, and 10-year periods.
Benchmark Comparison: The ETF's performance should be compared to the performance of its underlying index, which are U.S. Treasury bonds maturing in 2031.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
IBTD exhibits a moderate average trading volume, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the liquidity of U.S. Treasury bonds.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and Federal Reserve policy significantly affect IBTD. Inflation expectations also play a role.
Growth Trajectory
Growth is influenced by investor demand for defined maturity bond ETFs and the prevailing interest rate environment. Any changes to the index methodology or bond holdings may impact the ETF.
Moat and Competitive Advantages
Competitive Edge
IBTD benefits from BlackRock's established brand, its large asset base, and efficient trading capabilities. The ETF's defined maturity date provides investors with predictability and control over their fixed-income investments. The low expense ratio provides a cost advantage over some competitors. IBTD's focus on U.S. Treasury bonds offers a high level of credit quality and safety.
Risk Analysis
Volatility
IBTD's volatility is relatively low due to its holdings in U.S. Treasury bonds.
Market Risk
Interest rate risk is the primary risk, as bond prices are inversely related to interest rates. Credit risk is minimal due to the ETF's focus on U.S. Treasury securities.
Investor Profile
Ideal Investor Profile
The ideal investor is a conservative investor seeking a predictable income stream and capital preservation. Investors approaching retirement or those with specific financial goals in 2031 may find this ETF suitable.
Market Risk
IBTD is suitable for long-term investors seeking a passive, buy-and-hold investment in U.S. Treasury bonds.
Summary
The iShares iBonds Dec 2031 Term Treasury ETF (IBTD) offers investors exposure to U.S. Treasury bonds maturing in 2031. It's a low-cost, passively managed ETF with a defined maturity date, making it attractive for investors seeking a predictable income stream. The primary risk is interest rate risk, but credit risk is minimal. BlackRock's strong reputation and efficient management further enhance the ETF's appeal. Its defined maturity offers a planned exit strategy, simplifying fixed-income portfolio management.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- BlackRock.com
- ETF.com
- Morningstar.com
Disclaimers:
Data and analysis are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change, and investment decisions should be made in 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.
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