IBTJ ETF Analysis: iBonds Dec 2029 Term | NASDAQ

Target Maturity | NASDAQ, USA | Market Cap: 1.252m USD | 12M Return: 2.8% | Charts, Fundamentals & Technical Analysis

US Treasuries, Government Bonds, Fixed Income, Target Maturity
Total Rating 38
Safety 43
Buy Signal -0.30
Target Maturity
Category Rotation: +0.6
TER: 0.07%
AUM: 1.25B
Avg Turnover: 5.51M
Risk 3d forecast
Volatility2.37%
VaR 5th Pctl0.42%
VaR vs Median-1.44%
Reward TTM
Sharpe Ratio-0.46
Rel. Str. IBD29.7
Rel. Str. Peer Group12.5
Character TTM
Beta-0.007
Beta Downside-0.056
Hurst Exponent0.500
Drawdowns 3y
Max DD3.93%
CAGR/Max DD0.98
CAGR/Mean DD3.56

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 6.3 years of data

Jan -0.0% 9
Feb -0.8% 17
Mar -0.8% 17
Apr +0.1% 0
May +0.3% 0
Jun +0.1% 0
Jul +1.7% 33
Aug +0.4% 12
Sep -1.0% 33
Oct -0.2% 41
Nov +1.1% 29
Dec +0.0% 9

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IBTJ iBonds Dec 2029 Term

IBTJ is a target-maturity exchange-traded fund that seeks to track an index of U.S. Treasury securities scheduled to mature between January 1, 2029 and December 15, 2029. The fund invests at least 80% of its assets in the component securities of the underlying index and at least 90% in U.S. Treasury securities, and is managed by BlackRock Fund Advisors under the iShares brand.

As a target-maturity ETF, IBTJ holds a defined basket of bonds that all mature within the same calendar year, allowing investors to match the funds maturity profile with a specific investment horizon. These funds typically liquidate or transition to cash-like holdings as bonds reach maturity, returning principal to shareholders. They are commonly used by investors building bond ladders to manage interest-rate and reinvestment risk across staggered maturity dates.

Headlines to Watch Out For
  • Fed rate cut timing impacts 2029 Treasury yields
  • Rising term premium pressures intermediate Treasury prices
  • Inflows to target-maturity bond ETFs accelerate ahead of maturity
  • Falling inflation expectations boost intermediate-duration Treasury demand
What is the price of IBTJ shares?

As of July 20, 2026, the stock is trading at USD 21.59 with a total of 197,849 shares traded. Over the past week, the price has changed by +0.16%, over one month by +0.43%, over three months by -0.37% and over the past year by +2.76%.

Current recommended Stop Loss: 21.50 (which is 0.4% or 2.2 ATR below the current price).

Is IBTJ a buy, sell or hold?

iBonds Dec 2029 Term has no consensus analysts rating.