IBTJ ETF Analysis: iBonds Dec 2029 Term | NASDAQ

Target Maturity | NASDAQ, USA | Market Cap: 1.414m USD | 12M Return: 0.6% | US46436E8259 | Charts, Fundamentals & Technical Analysis

US Treasuries, Government Bonds, Fixed Income, Target Maturity
Total Rating 38
Safety 46
Buy Signal -0.31
Target Maturity
Category Rotation: +7.6
TER: 0.07%
AUM: 1.41B
Avg Turnover: 5.65M
Risk 3d forecast
Volatility2.32%
VaR 5th Pctl0.42%
VaR vs Median-0.69%
Reward TTM
Sharpe Ratio-1.67
Rel. Str. IBD33.7
Rel. Str. Peer Group48.3
Character TTM
Beta-0.001
Beta Downside-0.028
Hurst Exponent0.512
Drawdowns 3y
Max DD3.53%
CAGR/Max DD1.23
CAGR/Mean DD4.50

Warnings

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 6.6 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 +0.3% 21
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 27, 2026, the stock is trading at USD 21.25 with a total of 1,483,171 shares traded. Over the past week, the price has changed by -0.12%, over one month by -1.28%, over three months by -0.89% and over the past year by +0.60%.

Current recommended Stop Loss: 21.10 (which is 0.7% or 3.7 ATR below the current price).

Is IBTJ a buy, sell or hold?

iBonds Dec 2029 Term has no consensus analysts rating.