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Upturn AI SWOT - About
iShares iBonds Dec 2033 Term Treasury ETF (IBTO)
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Upturn Advisory Summary
08/14/2025: IBTO (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 11.71% | Avg. Invested days 82 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 22.90 - 24.74 | Updated Date 06/30/2025 |
52 Weeks Range 22.90 - 24.74 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares iBonds Dec 2033 Term Treasury ETF
ETF Overview
Overview
The iShares iBonds Dec 2033 Term Treasury ETF (IBDD) provides exposure to U.S. Treasury bonds maturing in 2033. It aims to provide a predictable income stream and return of principal at maturity. The fund invests solely in U.S. Treasury securities.
Reputation and Reliability
BlackRock, the issuer, is one of the world's largest asset managers with a strong reputation and extensive experience in ETF management.
Management Expertise
BlackRock has a dedicated team of fixed-income professionals with expertise in managing Treasury bond portfolios.
Investment Objective
Goal
To seek to provide investment returns that closely correspond to the price and yield performance of the ICE 2033 Maturity US Treasury Index.
Investment Approach and Strategy
Strategy: The ETF tracks the ICE 2033 Maturity US Treasury Index, holding U.S. Treasury bonds with a maturity date in 2033.
Composition The fund's assets consist entirely of U.S. Treasury bonds with maturity dates in 2033.
Market Position
Market Share: The ETF holds a significant market share within the defined maturity Treasury ETF segment.
Total Net Assets (AUM): 177510000
Competitors
Key Competitors
- FZDQ
- IBTE
- IBTF
- IBTG
- IBTH
- IBTI
- IBTJ
- IBTK
Competitive Landscape
The competitive landscape consists of other term Treasury ETFs with different maturity dates. IBDD's advantage lies in its specific 2033 maturity target. Disadvantages include potential underperformance if rates rise and the lack of flexibility compared to actively managed bond funds.
Financial Performance
Historical Performance: Historical performance data available upon request.
Benchmark Comparison: Performance closely tracks the ICE 2033 Maturity US Treasury Index.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The ETF's average trading volume indicates sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the underlying liquidity of U.S. Treasury bonds.
Market Dynamics
Market Environment Factors
Economic growth, inflation expectations, and Federal Reserve policy influence Treasury yields and the ETF's performance.
Growth Trajectory
The ETF's growth trajectory is driven by investor demand for defined-maturity Treasury exposure and the overall fixed-income market environment.
Moat and Competitive Advantages
Competitive Edge
IBDD's competitive advantage is its precise maturity target of 2033, offering investors a defined timeframe for their Treasury bond investments. Backed by BlackRock, a trusted fund manager, the ETF provides a straightforward way to target a specific maturity date. Its investment strategy focuses solely on US Treasury bonds. The fund reduces reinvestment risks as it approaches its final maturity.
Risk Analysis
Volatility
The ETF's volatility is generally low, reflecting the low-risk nature of U.S. Treasury bonds.
Market Risk
The primary market risk is interest rate risk; rising interest rates can negatively impact bond prices and the ETF's value.
Investor Profile
Ideal Investor Profile
IBDD is ideal for investors seeking predictable income and return of principal at a specific future date (2033), such as those planning for retirement or other long-term financial goals.
Market Risk
The ETF is best suited for long-term investors seeking a defined-maturity fixed-income investment.
Summary
The iShares iBonds Dec 2033 Term Treasury ETF (IBDD) offers targeted exposure to U.S. Treasury bonds maturing in 2033, making it suitable for investors with specific long-term financial goals. The ETF benefits from BlackRock's reputable management and focuses solely on very low-risk assets. Interest rate risk is the primary concern for investors. The ETF is a simple way to get exposure to a set of Treasury bonds maturing on a specific date.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares official website
- Bloomberg
- Morningstar
Disclaimers:
Data and analysis provided are for informational purposes only and do not constitute investment advice. Market conditions may change, and 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 2033 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 the fund will invest at least 90% of its assets in U.S. Treasury securities that BFA believes will help the fund track the underlying index, in each case except during the last months of the fund's operations.
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