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Upturn AI SWOT - About
iShares iBonds Dec 2033 Term Treasury ETF (IBTO)
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Upturn Advisory Summary
10/24/2025: 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 15.87% | Avg. Invested days 103 | 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 10/24/2025 |
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 (IBDT) offers exposure to a portfolio of U.S. Treasury bonds maturing in 2033, providing a defined maturity date and predictable income stream. It focuses on the U.S. Treasury bond sector with a strategy of holding bonds until their maturity date.
Reputation and Reliability
BlackRock, the issuer, is a leading global asset manager with a strong reputation and extensive experience in the ETF market.
Management Expertise
BlackRock has a large and experienced team managing fixed income ETFs, ensuring efficient portfolio management and risk control.
Investment Objective
Goal
To provide investors with exposure to U.S. Treasury bonds maturing in 2033, offering a predictable income stream and return of principal at maturity.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but rather holds a portfolio of U.S. Treasury bonds with maturity dates in 2033.
Composition The ETF primarily holds U.S. Treasury bonds.
Market Position
Market Share: IBDT holds a moderate market share within the defined maturity Treasury ETF segment.
Total Net Assets (AUM): 232950525
Competitors
Key Competitors
- Fidelity Enhanced Treasury ETF (FTRY)
- SPDR Portfolio Aggregate Bond ETF (SPAB)
- Vanguard Total Bond Market ETF (BND)
Competitive Landscape
The ETF market for treasury bonds is competitive, with multiple providers offering similar products. IBDTu2019s advantage lies in its defined maturity date, offering investors greater control over their fixed income investments. However, competitors may offer lower expense ratios or broader diversification.
Financial Performance
Historical Performance: Historical performance data is not directly available here, but can be obtained from financial data providers.
Benchmark Comparison: The ETF is benchmarked against the performance of U.S. Treasury bonds maturing in 2033.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The average daily trading volume indicates moderate liquidity, allowing investors to buy and sell shares efficiently.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the liquidity of the underlying Treasury bonds.
Market Dynamics
Market Environment Factors
Interest rate movements, inflation expectations, and Federal Reserve policy all significantly impact the ETF's performance.
Growth Trajectory
The ETF's growth is dependent on investor demand for defined maturity Treasury products and overall market conditions.
Moat and Competitive Advantages
Competitive Edge
IBDT benefits from BlackRocku2019s strong brand recognition and distribution network. Its defined maturity structure allows investors to target specific investment horizons, making it attractive for retirement planning and liability matching. The ETF's focus solely on U.S. Treasury bonds minimizes credit risk. The predictable maturity date helps investors manage duration and interest rate risk. This targeted approach distinguishes it from broad bond market ETFs.
Risk Analysis
Volatility
The ETF's volatility is primarily driven by interest rate fluctuations and the remaining time to maturity.
Market Risk
The primary market risk is interest rate risk; rising interest rates can negatively impact the ETF's value.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking predictable income and capital preservation with a specific investment horizon ending in 2033.
Market Risk
IBDT is suitable for long-term investors, particularly those planning for retirement or other long-term liabilities.
Summary
The iShares iBonds Dec 2033 Term Treasury ETF (IBDT) offers investors targeted exposure to U.S. Treasury bonds maturing in 2033. With its defined maturity date, the ETF provides a predictable income stream and the return of principal at maturity. BlackRock's experienced management team and low expense ratio make IBDT an attractive option for long-term investors seeking stability and capital preservation. Interest rate risk remains a primary consideration, but the ETF's focus on U.S. Treasuries minimizes credit risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. ETF performance and market conditions can change.
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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