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IBDYiShares iBonds Dec 2033 Term Corporate ETF

Get income3y track recordRanked #227 of 1,706 in this goal

Tracks the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds maturing in 2033.

By iShares · Launched 2023

Annual Cost

0.10%

#429 of 6,040 · low cost

Fund Size

$1.2B

#1,098 of 6,040 · large

Return (1Y)

-0.7%

Track Record

3 years

#2,982 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$9,951-0.5%

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 2033 Maturity Corporate Index

Holdings

By weight

Concentration

Top 10 holdings = 17.8% of funddiversified

BlackRock Funds III
8.8%
Pfizer Investment Enterprises Pte. Ltd.
1.6%
Amgen, Inc.
1.4%
AT&T, Inc.
1.0%
Amazon.com, Inc.
0.9%
Oracle Corp.
0.9%
Abbott Laboratories
0.9%
T-Mobile USA, Inc.
0.8%
Salesforce, Inc.
0.8%
Alphabet, Inc.
0.8%

Asset allocation

Bonds
99.5%
Cash
0.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.1%Low

Year-on-year price swings

Max drawdown
-7.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.31Below average
Sortino (3Y)
0.43Moderate downside risk

Bond profile

Duration

5.2 years

Avg maturity

9.9 years

Credit ratings

AAA
0.4%
AA
8.9%
A
39.7%
BBB
51.0%

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 2033.
Strategy
Invests primarily in U.S. dollar-denominated, investment-grade corporate bonds maturing in 2033, tracking the Bloomberg December 2033 Maturity Corporate Index. The Fund may also invest in U.S. government securities and cash equivalents.
Inception date
June 21, 2023
Fund family
iShares

Next steps

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Data updated on 2026-09-18