IBTJ ETF Analysis: iBonds Dec 2029 Term | NASDAQ

Target Maturity | NASDAQ, USA | Market Cap: 1.408m USD | 12M Return: 0.4% | US46436E8259 | Charts, Fundamentals & Technical Analysis

US Treasuries, Government Bonds, Fixed Income, Target Maturity
Total Rating 39
Safety 62
Buy Signal -0.60
Target Maturity
Category Rotation: +11.1
TER: 0.07%
AUM: 1.41B
Avg Turnover: 5.66M
Risk 3d forecast
Volatility2.37%
VaR 5th Pctl0.42%
VaR vs Median-2.17%
Reward TTM
Sharpe Ratio-1.78
Rel. Str. IBD32.1
Rel. Str. Peer Group46.3
Character TTM
Beta0.001
Beta Downside-0.028
Hurst Exponent0.525
Drawdowns 3y
Max DD3.53%
CAGR/Max DD1.21
CAGR/Mean DD4.47

Warnings

Fakeout
Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 6.4 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% 15
Jul +1.2% 19
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 September 21, 2026, the stock is trading at USD 21.28 with a total of 233,753 shares traded. Over the past week, the price has changed by -0.26%, over one month by -1.07%, over three months by -0.54% and over the past year by +0.42%.

Current recommended Stop Loss: 21.20 (which is 0.4% or 2 ATR below the current price).

Is IBTJ a buy, sell or hold?

iBonds Dec 2029 Term has no consensus analysts rating.