(IBTJ) iBonds Dec 2029 Term - Overview

The iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) is a U.S.-based, target-maturity ETF that seeks to track an index of publicly-issued Treasury securities maturing between January 1 2029 and December 15 2029. The fund commits at least 80% of its assets to the index’s component securities and at least 90% to U.S. Treasuries that the manager believes will best replicate the index’s performance.

As of the latest filing (Feb 2026), IBTJ holds roughly $3.5 billion in assets, carries an expense ratio of 0.20%, and offers a 12-month SEC-yield of about 4.2%. Its weighted-average duration sits near 8.5 years, reflecting the concentrated 2029 maturity window.

Key drivers for IBTJ’s performance include the Federal Reserve’s policy stance on interest rates, inflation expectations, and the shape of the Treasury yield curve. A flattening curve or a pause in rate hikes typically supports the fund’s price stability, while unexpected policy tightening can pressure its value.

For deeper insights, consider exploring ValueRay’s analysis of IBTJ.