IBTG vs IBTJ

IBTGAiShares iBonds Dec 2026 Term Treasury ETF

IBTJAiShares iBonds Dec 2029 Term Treasury ETF

In short

IBTG A bond with a ticker. IBTG holds U.S. Treasuries maturing in 2026, then winds itself down and hands back the proceeds like a maturing note. Seven basis points a year, and one rung in a suite built for laddering.

IBTJ One rung of a Treasury ladder in a single ticker. IBTJ holds only US Treasuries maturing in 2029, giving a defined end date instead of a bond fund that rolls its maturities forever.

Stated mandate

IBTG The fund seeks to track an index of U.S. Treasury bonds that mature in 2026.

IBTJ The fund seeks to track an index of U.S. Treasury bonds maturing in 2029, offering defined-maturity exposure for income, stability, bond-ladder construction, and interest-rate-risk management.

Why people hold it

• IBTG Defined end date: it holds Treasuries maturing in 2026 and terminates on or about October or December 15 of its named year, then pays out what is left.ishares.comishares.com 2
• U.S. Treasury debt only, so no issuer credit calls to second-guess, and the income shows up monthly.
• Costs 0.07% a year, level with the typical defined-maturity Treasury fund and the same rate as sibling rungs IBTH, IBTI, IBTJ and IBTK.
• Billion-dollar asset base, close tracking of its ICE Treasury maturity index, and steady on-screen trading: one of the stronger implementations in the Treasury ladder group.

• IBTJ Charges 0.07% a year, under the typical fund in its target-maturity group, and it does the job with Treasuries while most top-ranked peers (IBDU, BSCT, VBCB) hold corporate credit.
• Defined maturity does ladder work for you: roughly 30 Treasuries, all maturing in 2029, tracked against the ICE 2029 Maturity US Treasury Index.
• Hugs its index closely and ranks among the strongest implementations in its target-maturity peer group. A multi-billion-dollar iShares fund that has been trading since 2020, paying monthly.

Worth knowing

• IBTG In the final months the portfolio shifts into cash and cash-like instruments, so income varies over time and that stretch earns whatever cash rates happen to be.ishares.com
• Termination is the design, not a surprise: liquidation proceeds land in your account, reinvesting is your call, and a gain or loss versus cost basis is a taxable event.ishares.com
• Not a guarantee. iShares states investors may experience losses, including near or at the termination date, and the share price moves with rates along the way.ishares.com

• IBTJ It is one maturity year of one issuer: US Treasuries due 2029. No credit spread, no spread of maturities. A building block, not a whole bond sleeve.
• Until 2029 the share price still moves with interest rates. The defined maturity fixes the end date, not the ride getting there.
• Trading is moderate rather than headline-Treasury-ETF busy, which matters most on larger orders.

Full IBTG profile⁠

Full IBTJ profile⁠