(IBDQ) iShares iBonds Dec 2025 - Ratings and Ratios

The iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) is a target maturity ETF that invests in a portfolio of U.S. dollar-denominated, investment-grade corporate bonds maturing between January 1, 2025, and December 15, 2025. This ETF provides a diversified exposure to the corporate bond market with a specific maturity date, allowing investors to plan their fixed income investments with precision.

Key characteristics of IBDQ include its investment strategy, which involves holding at least 80% of its assets in the component securities of the underlying index and at least 90% in fixed income securities similar to those in the index. The underlying index is composed of taxable, investment-grade corporate bonds, indicating a focus on high-quality debt securities. With an AUM of $2.943 billion, IBDQ demonstrates a significant presence in the market.

To evaluate the performance of IBDQ, several key performance indicators (KPIs) can be considered. These include the yield to maturity (YTM), which is a crucial metric for bond ETFs as it reflects the total return an investor can expect if the ETF is held until the maturity date of its underlying bonds. Other relevant KPIs are the duration and credit quality of the portfolio, which provide insights into the ETFs sensitivity to interest rate changes and its exposure to credit risk, respectively. Additionally, the expense ratio, which is a measure of the ETFs operational costs relative to its assets, is also an important consideration for investors.

Investors in IBDQ can expect a relatively stable source of income as the ETF matures, with the bonds in the portfolio being held to maturity. This makes IBDQ an attractive option for investors seeking predictable income streams and looking to manage their interest rate risk. The ETFs price movements, as reflected in its technical data, such as SMA20, SMA50, and SMA200, indicate its short-term and long-term trends, which can be used to inform investment decisions.