(IBDV) iShares Trust - iShares - Ratings and Ratios

The iShares iBonds Dec2030 Term Corporate ETF (IBDV) is a Target Maturity ETF that provides investors with a diversified portfolio of corporate bonds maturing in December 2030. As a fixed-income investment, IBDV is designed to generate regular income through coupon payments, with a maturity date that allows investors to plan their cash flows.

Key Performance Indicators (KPIs) for IBDV include its yield, duration, and credit quality. The yield reflects the total return an investor can expect, while duration measures the funds sensitivity to interest rate changes. Credit quality is crucial in assessing the risk of default by the bond issuers. Investors should monitor these KPIs to ensure they align with their investment objectives and risk tolerance.

Economic drivers that impact IBDVs performance include interest rates, credit spreads, and the overall economic outlook. Changes in interest rates can affect bond prices, with rising rates typically causing bond prices to fall. Credit spreads, which reflect the difference in yield between corporate bonds and government bonds, can also impact IBDVs performance. A widening credit spread can indicate increasing default risk, negatively affecting the fund.

The funds Assets Under Management (AUM) of $1.94 billion indicates a moderate level of investor interest. The liquidity of IBDV, as reflected in its average trading volume of 327,200 shares, is relatively high, allowing investors to enter or exit positions without significantly impacting the market price.

Investors in IBDV should be aware of the credit risk associated with corporate bonds, as well as the potential impact of interest rate changes on the funds value. By understanding these factors and monitoring the funds KPIs, investors can make informed decisions about their investment in IBDV.