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Upturn AI SWOT - About
iShares iBonds Dec 2034 Term Treasury ETF (IBTP)
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Upturn Advisory Summary
08/14/2025: IBTP (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 2.28% | Avg. Invested days 68 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.05 - 26.23 | Updated Date 06/28/2025 |
52 Weeks Range 24.05 - 26.23 | Updated Date 06/28/2025 |
Upturn AI SWOT
iShares iBonds Dec 2034 Term Treasury ETF
ETF Overview
Overview
The iShares iBonds Dec 2034 Term Treasury ETF (IBDT) provides exposure to U.S. Treasury bonds maturing in 2034. It offers a defined maturity date, targeting a specific segment of the U.S. Treasury market with a buy-and-hold strategy until the target date.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience in managing ETFs.
Management Expertise
BlackRock has a dedicated team of portfolio managers and analysts with deep expertise in fixed-income markets.
Investment Objective
Goal
Seeks to provide exposure to a portfolio of U.S. Treasury bonds that mature in 2034, offering a return of principal at maturity, subject to market risks.
Investment Approach and Strategy
Strategy: The ETF follows a 'buy-and-hold' strategy, investing primarily in U.S. Treasury bonds with a maturity date in 2034.
Composition The ETF holds a portfolio of U.S. Treasury bonds with varying maturities centered around the year 2034.
Market Position
Market Share: IBDT has a modest market share within the defined maturity Treasury ETF segment.
Total Net Assets (AUM): 101.47
Competitors
Key Competitors
- Invesco BulletShares 2034 USD Emerging Market Debt ETF (BSDE)
- Invesco BulletShares 2034 Corporate Bond ETF (BSDX)
- iShares iBonds Dec 2033 Term Treasury ETF (IBDM)
Competitive Landscape
The defined maturity ETF space is competitive, with various issuers offering similar products targeting different asset classes and maturity dates. IBDT offers targeted exposure to U.S. Treasuries, providing a relatively safe haven compared to corporate bond or emerging market bond ETFs. However, its AUM is smaller than some competitors offering exposure to corporate bonds.
Financial Performance
Historical Performance: Historical performance data is not directly provided but can be obtained from financial data providers. It's important to review returns over different time periods (e.g., 1 year, 3 years, 5 years) to assess the ETF's performance.
Benchmark Comparison: The ETF's performance should be compared against a benchmark index of U.S. Treasury bonds with a similar maturity profile.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
IBDT's average trading volume is moderate, indicating acceptable but not exceptional liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, suggesting relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators (inflation, interest rates), fiscal policy, and overall market sentiment towards U.S. Treasuries impact IBDT.
Growth Trajectory
Growth is dependent on investor demand for defined maturity Treasury ETFs and the overall attractiveness of U.S. Treasury bonds as an investment.
Moat and Competitive Advantages
Competitive Edge
IBDT's competitive advantage lies in its defined maturity structure, offering a predictable maturity date and targeted exposure to U.S. Treasury bonds. BlackRock's strong brand recognition and distribution network also contribute to its competitive edge. The ETF offers simplicity for investors seeking laddered maturities and a relatively low expense ratio. Its focus on U.S. Treasuries provides a lower risk profile compared to corporate or emerging market debt ETFs.
Risk Analysis
Volatility
IBDT's volatility is relatively low due to its focus on U.S. Treasury bonds, which are generally considered a safe asset class.
Market Risk
The primary market risk is interest rate risk, as rising interest rates can negatively impact the value of the ETF's holdings. Inflation risk also exists. There is minimal credit risk due to the backing of the U.S. government.
Investor Profile
Ideal Investor Profile
The ideal investor is a conservative, risk-averse individual or institution seeking a predictable income stream and preservation of capital with a known maturity date.
Market Risk
IBDT is best suited for long-term investors seeking a passive, buy-and-hold investment in U.S. Treasury bonds.
Summary
The iShares iBonds Dec 2034 Term Treasury ETF (IBDT) offers targeted exposure to U.S. Treasury bonds maturing in 2034. It's a low-risk investment option suitable for conservative investors seeking a predictable income stream and capital preservation. The ETFu2019s performance is highly correlated to the performance of the underlying Treasury bonds. Its defined maturity date provides a clear exit strategy and return of principal at maturity, subject to market risks. BlackRock's management and low expense ratio also make it an attractive choice for buy-and-hold investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment involves risk of loss. Consult a financial advisor before making any investment decisions.
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 2034 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 index. The underlying index consists of publicly-issued U.S. Treasury securities that are scheduled to mature between January 1, 2034 and December 15, 2034, 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.