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IBDW
+0.12 · +0.56%
$21.17 · NYSE ARCA

iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF (IBDW) ETF Analysis | Target Maturity

iShares · USA
AUM:$2.3B
#– of – in Target Maturity ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 8.5% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.10% — among the lowest available for this category.

What is IBDW?

The index is composed of U. dollar-denominated, taxable, investment-grade corporate bonds scheduled to mature between January 1, 2031 and December 15, 2031, inclusive.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
IBDW returned 8.5% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.10% — among the lowest available. Low costs compound favourably over long holding periods.
Broadly Diversified
Top 10 holdings represent just 10.9% of the ETF — exposure spread across many positions.
ETF Information
AUM$2.3B
Expense Ratio0.10%
Dividend Yield4.77%
Holdings10
Inception DateJun 2021
Domicile–
Distribution–
Index–
ProvideriShares
Beta1.12
CategoryTarget Maturity
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-2.9%
1Y
+0.3%
3Y
+17.0%
5Y
-1.2%
OpenBook InsightIf you had invested £10,000 in IBDW 5 years ago, it would have fallen to £9,885 — a loss of £115.

Annual Returns

Calendar year performance

IBDW delivered positive returns in 3 of the last 5 calendar years.
YearIBDW
2026 YTD-1.6%
2025+8.9%
2024+3.6%
2023+8.5%
2022-16.4%
CAGR 4yr+0.6%
3/5 positive yearsAvg return: +0.6%Worst year: -16.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
3.1%
Low
Momentum
-0.5%
30-day change
Support Level
20.57
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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