IBDXiShares iBonds Dec 2032 Term Corporate ETF

Get income3y track recordRanked #184 of 1,622 in this goal

Seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds maturing in 2032.

By iShares · Launched 2022

Annual Cost

0.10%

#539 of 5,562 · low cost

Fund Size

$1.7B

#826 of 5,562 · large

Dividend YieldGoal

4.81%

Track Record

3 years

#2,714 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$10,545+5.4%

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

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Index tracking

Index tracked

Bloomberg December 2032 Maturity Corporate Index

What it actually holds

By weight

Concentration

Top 10 holdings = 16.3% of fund✓ well diversified

BlackRock Funds III

8.7%

Verizon Communications, Inc.

1.2%

AerCap Ireland Capital DAC

1.1%

Meta Platforms, Inc.

0.9%

Oracle Corp.

0.9%

Sprint Capital Corp.

0.7%

Amazon.com, Inc.

0.7%

Oracle Corp.

0.7%

Amazon.com, Inc.

0.7%

Ford Motor Co.

0.7%

Asset allocation

Bonds

99.3%

Convertible

0.3%

Cash

0.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

3.9%Low

Year-on-year price swings

Max drawdown

-12.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)

0.41Below average

Sortino (3Y)

0.59Moderate downside risk

Bond profile

Duration

4.3 years

Avg maturity

9.7 years

Credit ratings

100.0%

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds maturing in 2032.
Strategy: Invests primarily in securities of the Bloomberg December 2032 Maturity Corporate Index, which includes U.S. dollar-denominated, investment-grade corporate bonds maturing in 2032. May also invest in cash equivalents.
Inception date: June 28, 2022
Fund family: iShares