(IBDV) Trust - iBonds Dec 2030 - Overview

ETF Category: Target Maturity | Exchange: NYSE (USA) | Market Cap: 3.109m USD | Total Return: 4.9% in 12m

Corporate Bonds, Fixed Income, Investment Grade Debt
Total Rating 24
Safety 71
Buy Signal -0.24
Target Maturity
Category Rotation: +6.7
TER: 0.10%
AUM: 3.11B
Avg Turnover: 10.0M
Risk 3d forecast
Volatility3.17%
VaR 5th Pctl0.58%
VaR vs Median0.93%
Reward TTM
Sharpe Ratio0.21
Rel. Str. IBD30
Rel. Str. Peer Group25
Character TTM
Beta0.075
Beta Downside0.031
Hurst Exponent0.571
Drawdowns 3y
Max DD5.64%
CAGR/Max DD1.05
CAGR/Mean DD5.96

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: IBDV Trust - iBonds Dec 2030

The iShares iBonds Dec 2030 Term Corporate ETF (IBDV) is a target-maturity exchange-traded fund designed to provide exposure to investment-grade corporate debt maturing in 2030. The fund allocates at least 80% of its assets to its underlying index and a minimum of 90% to fixed-income securities, focusing on U.S. dollar-denominated issues with at least $300 million in outstanding face value.

The target-maturity structure allows the ETF to behave similarly to an individual bond by distributing a final net asset value to shareholders upon its liquidation date in December 2030. This model helps investors mitigate interest rate risk by providing a defined investment horizon and a predictable timeline for capital return, unlike traditional perpetual bond funds.

Investors can evaluate how this specific maturity profile fits within a broader fixed-income strategy by reviewing detailed analytics on ValueRay. The fund’s mid-cap market valuation and focus on high-quality corporate issuers provide a balance of yield and credit stability within the investment-grade sector.

Headlines to Watch Out For
  • Treasury yield curve shifts impact investment-grade corporate bond valuations
  • Credit spread volatility affects net asset value of underlying holdings
  • Federal Reserve monetary policy pivots drive interest rate risk sensitivity
  • Reinvestment risk increases as portfolio approaches 2030 maturity date
What is the price of IBDV shares?

As of June 04, 2026, the stock is trading at USD 21.73 with a total of 963,225 shares traded.
Over the past week, the price has changed by +0.03%, over one month by +0.12%, over three months by -0.58% and over the past year by +4.91%.

Is IBDV a buy, sell or hold?

Trust - iBonds Dec 2030 has no consensus analysts rating.