Investors Rotate Out of Near-Term Bond Maturities, Shedding IBTG for IBTL

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Weekly Channel Summary

The Specialty Fixed Income channel, comprising 157 ETFs from 13 issuers, holds total assets of $72.17B. The channel attracted $173M in net inflows over the past week, contributing to a year-to-date total of $8.49B. Over the last twelve months, investors have added a substantial $21.53B to the category.

Analyzing the Weekly Flows

Specialty Fixed Income ETFs gathered a net $173M this week, driven almost entirely by the Defined Maturity category which brought in $174M. Within the space, Corporate bond ETFs led with $86M in new assets, closely followed by Government bond ETFs at $75M. A notable rotation occurred across maturities, as investors pulled $143M from funds maturing in 2026 while allocating $79M to those maturing in 2031.

Flows by Category

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Specialty – Defined Maturity 129 $71.14B $174M $1,092M $3,154M $8,506M $21,560M
Specialty – Maturing Ladder 20 $149M $1M -$6M $15M $26M -$161M
Specialty – Interest Rate Volatility 8 $872M -$2M $5M -$71M -$47M $132M

Flows by Segment

Segment Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Corporate 64 $54.50B $86M $745M $2,073M $5,954M $15,645M
Government 63 $12.58B $75M $273M $705M $1,792M $4,210M
Municipal 30 $5.08B $12M $73M $320M $739M $1,675M

Flows by Duration

Duration Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Duration: 2026 10 $12.21B -$143M -$394M -$881M -$1,396M -$59M
Duration: 2027 13 $13.12B $42M $87M $262M $1,114M $3,021M
Duration: 2028 14 $12.26B $64M $356M $930M $2,260M $4,387M
Duration: 2029 13 $10.04B $51M $340M $698M $1,649M $3,668M
Duration: 2030 17 $7.98B $34M $266M $623M $1,501M $3,495M
Duration: 2031 13 $5.41B $79M $235M $490M $1,052M $2,253M
Duration: 2032 11 $4.11B $20M $122M $308M $668M $1,613M
Duration: 2033 11 $2.84B $3M -$3M $231M $462M $1,002M
Duration: 2034 10 $1.96B $10M $21M $181M $563M $1,123M
Duration: 2035 13 $1.05B $9M $34M $218M $530M $721M
Duration: 2036 5 $120M $5M $22M $90M $99M $99M
Duration: 2044 1 $100M $0M $4M $10M $16M $36M
Duration: 2045 3 $21M $0M -$1M $0M $0M $5M
Duration: 2046 1 $9M $0M $0M $6M $7M $7M
Duration: 2050 2 $8M $0M $0M $0M $0M $4M
Duration: 2054 1 $6M $0M $2M $2M $2M $4M
Duration: 2055 5 $24M $0M -$5M -$3M -$1M $5M
Duration: 2056 1 $4M $0M $0M $1M $2M $2M
Duration: 2060 2 $8M $0M $0M $2M $2M $6M
Duration: 2065 2 $7M $0M $0M $0M $0M $7M
Duration: Long 1 $1M -$0M $0M -$0M $0M $0M

Top & Bottom 5 ETFs by 5-Day Flow

Leading the pack for inflows was the iShares iBonds Dec 2031 Term Treasury ETF (IBTL), which attracted $32M. On the other hand, funds with a 2026 maturity date dominated outflows. The iShares iBonds Dec 2026 Term Treasury ETF (IBTG) shed $41M, while the iShares iBonds Dec 2026 Term Corporate ETF (IBDR) saw redemptions of $40M.

Ticker Fund Name 5-Day Flow
Inflows
IBTL iShares iBonds Dec 2031 Term Treasury ETF $32M
IBTI iShares iBonds Dec 2028 Term Treasury ETF $24M
IBDU iShares iBonds Dec 2029 Term Corporate ETF $23M
IBDW iShares iBonds Dec 2031 Term Corporate ETF $21M
BNDD Quadratic Deflation ETF $18M
Outflows
IBTG iShares iBonds Dec 2026 Term Treasury ETF -$41M
IBDR iShares iBonds Dec 2026 Term Corporate ETF -$40M
BSCQ Invesco BulletShares 2026 Corporate Bond ETF -$23M
BSJQ Invesco BulletShares 2026 High Yield Corp Bond ETF -$23M
PFIX Simplify Interest Rate Hedge ETF -$19M

Issuer League Table Update

The issuer landscape remains highly concentrated, with iShares controlling 58.0% of the market share and Invesco holding 38.9%. iShares also led the week in asset gathering, pulling in $141M in net new money. Simplify experienced the largest outflows among issuers, with net redemptions totaling $19M for the week.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 57 $41.84B 57.98%
Invesco 35 $28.07B 38.90%
State Street 21 $936M 1.30%
Vanguard 10 $286M 0.40%
Quadratic 1 $276M 0.38%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
iShares $141M
KraneShares $18M
State Street $17M
Outflows
Simplify -$19M
Quadratic -$5M
American Beacon $0M

For a deeper dive into these trends, access our FREE, in-depth FI: Specialty ETF reports in the right side panel of this page.

Disclosures

This material is for informational purposes only and should not be considered investment advice. All investments, including ETFs, involve risk, including the possible loss of principal. Investors should consider their investment objectives, risks, charges, and expenses carefully before investing.

This analysis was developed by the team at ETF Action. We leverage advanced AI tools to assist in the drafting and refinement of our content, based on our expert prompts, direction, and final review.