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IBDTiShares iBonds Dec 2028 Term Corporate ETF

Get income7y track recordRanked #89 of 1,650 in this goal

Tracks the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds maturing in 2028.

By iShares · Launched 2018

Annual Cost

0.10%

#408 of 5,853 · low cost

Fund Size

$4.0B

#500 of 5,853 · large

Dividend YieldGoal

4.54%

Track Record

7 years

#1,776 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,335+3.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

Bloomberg December 2028 Maturity Corporate Index

What it actually holds

By weight

Concentration

Top 10 holdings = 9.3% of fundwell diversified

BlackRock Funds III
3.5%
CVS HEALTH CORP
0.9%
PFIZER INVESTMENT ENTER
0.7%
AMGEN INC
0.7%
CIGNA GROUP/THE
0.7%
AERCAP IRELAND CAP/GLOBA
0.6%
BLACKROCK CASH FUNDS TREASURY SL AGENCY SHARES
0.6%
SALESFORCE INC
0.6%
RTX CORP
0.5%
MORGAN STANLEY
0.5%

Asset allocation

Bonds
99.6%
Cash
0.3%
Convertible
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.6%Low

Year-on-year price swings

Max drawdown
-17.8%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.53Decent risk-adjusted returns
Sortino (3Y)
0.77Moderate downside risk

Bond profile

Duration

4.3 years

Avg maturity

9.9 years

Credit ratings

AAA
0.4%
AA
9.5%
A
37.4%
BBB
52.7%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds maturing in 2028.
Strategy
Invests primarily in U.S. dollar-denominated, investment-grade corporate bonds maturing in 2028, using an indexing approach to track the Bloomberg December 2028 Maturity Corporate Index. The Fund may also invest in U.S. government securities and cash equivalents.
Inception date
September 18, 2018
Fund family
iShares

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Data updated on 2026-08-02