Skip to content

IBHJiShares iBonds 2030 Term High Yield and Income ETF

Get income3y track recordRanked #670 of 1,650 in this goal

Tracks the investment results of an index composed of U.S. dollar-denominated, high yield and other income generating corporate bonds maturing in 2030.

By iShares · Launched 2023

Annual Cost

0.35%

#1,644 of 5,854 · low cost

Fund Size

$148M

#2,626 of 5,854 · mid-size

Dividend YieldGoal

6.66%

Track Record

3 years

#2,969 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,623+6.2%

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 2030 Term High Yield and Income Index

What it actually holds

By weight

Concentration

Top 10 holdings = 24.4% of fundwell diversified

BlackRock Funds III
13.6%
BlackRock Funds III
1.5%
WULF Compute LLC
1.4%
HUB International Ltd.
1.4%
CCO Holdings LLC
1.2%
EMRLD Borrower LP
1.1%
1011778 BC ULC
1.1%
Mauser Packaging Solutions Holding Co.
1.1%
DaVita, Inc.
1.1%
CCO Holdings LLC
1.0%

Asset allocation

Bonds
99.0%
Cash
1.0%

Risk profile

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

Year-on-year price swings

Max drawdown
-5.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.78Decent risk-adjusted returns
Sortino (3Y)
1.13Good downside protection

Bond profile

Duration

6.9 years

Avg maturity

9.9 years

Credit ratings

BB
55.7%
B
35.9%
Below B
8.4%

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the investment results of an index composed of U.S. dollar-denominated, high yield and other income generating corporate bonds maturing in 2030.
Strategy
Invests in U.S. dollar-denominated, high yield corporate bonds maturing in 2030, primarily from developed countries. Seeks to track the Bloomberg 2030 Term High Yield and Income Index by investing in its component securities, which include below investment-grade bonds and BBB-rated bonds. Aims for income generation through these investments.
Inception date
June 21, 2023
Fund family
iShares

What's next?

You've looked at IBHJ. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.

Data updated on 2026-08-03