IBTJ
+0.06 · +0.28%
$21.95 · NASDAQ

iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) ETF Analysis | Target Maturity

iShares · USA
AUM:$1.2B
#– 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 6.0% over the past year, showing positive momentum.

Cost Efficiency

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

What is IBTJ?

The fund will invest at least 80% of its assets in the component securities of the underlying index and will invest at least 90% of its assets in U. Treasury securities that BFA believes will help the fund track the underlying index.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
IBTJ returned 6.0% 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 4.5% of the ETF — exposure spread across many positions.
ETF Information
AUM$1.2B
Expense Ratio0.07%
Dividend Yield3.78%
Holdings2
Inception DateFeb 2020
Domicile–
Distribution–
Index–
ProvideriShares
Beta0.79
CategoryTarget Maturity
CurrencyUSD
Portfolio Impact

How would IBTJ affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-2.1%
1Y
+0.4%
3Y
+11.4%
5Y
-2.9%
OpenBook InsightIf you had invested £10,000 in IBTJ 5 years ago, it would have fallen to £9,709 — a loss of £291.

Annual Returns

Calendar year performance

IBTJ delivered positive returns in 3 of the last 5 calendar years.
YearIBTJ
2026 YTD-1.0%
2025+6.9%
2024+2.1%
2023+4.0%
2022-11.8%
CAGR 4yr+0.0%
3/5 positive yearsAvg return: +0.0%Worst year: -11.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
1.7%
Low
Momentum
-0.2%
30-day change
Support Level
21.50
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.