(IBTK) iShares iBonds Dec 2030 - Ratings and Ratios

Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • ISIN: US46436E5933

Treasury, Bonds, Cash, Money Market

Dividends

Dividend Yield 3.78%
Yield on Cost 5y 3.52%
Yield CAGR 5y 85.27%
Payout Consistency 100.0%
Payout Ratio -
Risk via 5d forecast
Volatility 2.78%
Value at Risk 5%th 4.49%
Relative Tail Risk -1.81%
Reward TTM
Sharpe Ratio 0.89
Alpha 4.29
CAGR/Max DD 0.48
Character TTM
Hurst Exponent 0.383
Beta -0.044
Beta Downside -0.077
Drawdowns 3y
Max DD 8.51%
Mean DD 2.22%
Median DD 1.87%

Description: IBTK iShares iBonds Dec 2030 December 28, 2025

The iShares iBonds Dec 2030 Term Treasury ETF (NASDAQ: IBTK) tracks the ICE 2030 Maturity U.S. Treasury Index, holding individual U.S. Treasury securities that all mature between 1 Jan 2030 and 15 Dec 2030. In addition to the core Treasury holdings, the fund may allocate a modest portion to short-term paper, cash, and money-market fund shares to manage liquidity and tracking error.

Key metrics to watch: the fund’s weighted-average maturity is ≈ 10.5 years, and its current yield-to-maturity sits around 3.2 % (as of Q3 2024), reflecting the prevailing 10-year Treasury rate. Because the portfolio is fully exposed to U.S. sovereign debt, its performance is highly sensitive to Federal Reserve policy, inflation expectations, and the Treasury yield curve steepening or flattening.

For a deeper, data-driven look at how IBTK’s risk-return profile stacks up against other target-maturity ETFs, you might explore the analytics on ValueRay.

What is the price of IBTK shares?

As of December 30, 2025, the stock is trading at USD 19.89 with a total of 243,615 shares traded.
Over the past week, the price has changed by +0.30%, over one month by +0.40%, over three months by +1.34% and over the past year by +7.61%.

Is IBTK a buy, sell or hold?

iShares iBonds Dec 2030 has no consensus analysts rating.

What are the forecasts/targets for the IBTK price?

Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 21.6 8.6%

IBTK Fundamental Data Overview December 23, 2025

Market Cap USD = 634.6m (634.6m USD * 1.0 USD.USD)
Beta = 0.97
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 634.6m USD (634.6m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 634.6m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 634.6m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 5.85% (E(634.6m)/V(634.6m) * Re(5.85%) + (debt-free company))
Discount Rate = 5.85% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Fair Price DCF = unknown (Cash Flow 0.0)

Additional Sources for IBTK ETF

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle