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IBGK
-0.03 · -0.11%
$23.76 · NASDAQ

iShares iBonds Dec 2054 Term Treasury ETF (IBGK) ETF Analysis | Target Maturity

iShares · USA
AUM:$3.6M
#– 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 6.2% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.07% — among the lowest available for this category.

What is IBGK?

The fund seeks to meet its investment objective generally by investing in individual securities which satisfy the criteria of the index. The underlying index consists of publicly-issued U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
IBGK returned 6.2% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.07% — among the lowest available. Low costs compound favourably over long holding periods.
Broadly Diversified
Top 10 holdings represent just 1.1% of the ETF — exposure spread across many positions.
ETF Information
AUM$3.6M
Expense Ratio0.07%
Dividend Yield4.60%
Holdings1
Inception DateJun 2024
Domicile–
Distribution–
Index–
ProvideriShares
Beta–
CategoryTarget Maturity
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-7.9%
1Y
-2.1%
3Y
-3.2%
5Y
-3.2%
OpenBook InsightIf you had invested £10,000 in IBGK 5 years ago, it would have fallen to £9,682 — a loss of £318.

Annual Returns

Calendar year performance

IBGK delivered positive returns in 1 of the last 3 calendar years.
YearIBGK
2026 YTD-3.8%
2025+3.8%
2024-2.7%
CAGR 2yr+0.5%
1/3 positive yearsAvg return: -0.9%Worst year: -3.8% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
10.1%
Low
Momentum
-1.3%
30-day change
Support Level
22.02
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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