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IBMOiShares iBonds Dec 2026 Term Muni Bond ETF

Get income7y track recordRanked #283 of 1,650 in this goal

Tracks the investment results of an index composed of investment-grade U.S. municipal bonds maturing before December 2, 2026.

By iShares · Launched 2019

Annual Cost

0.18%

#762 of 5,854 · low cost

Fund Size

$585M

#1,468 of 5,854 · large

Dividend YieldGoal

2.39%

Track Record

7 years

#1,850 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,237+2.4%

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

S&P AMT-Free Municipal Series Callable-Adjusted Dec 2026 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 19.0% of fundwell diversified

Pennsylvania Turnpike Commission
2.9%
New York City Transitional Finance Authority Future Tax Secured
2.7%
Massachusetts Water Resources Authority
2.2%
Triborough Bridge & Tunnel Authority
2.1%
Long Island Power Authority
2.0%
New York City Municipal Water Finance Authority
1.7%
Ohio State University (The)
1.7%
County of King
1.4%
City of New York
1.3%
Parish of St. John the Baptist
1.0%

Asset allocation

Bonds
67.6%
Cash
32.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.1%Low

Year-on-year price swings

Max drawdown
-14.9%Mild

Worst peak-to-trough loss

Sharpe (3Y)
-0.55Below average
Sortino (3Y)
-0.75Moderate downside risk

Bond profile

Duration

3.7 years

Avg maturity

10.0 years

Credit ratings

AAA
29.5%
AA
53.6%
A
16.8%
BBB
0.1%
Other
0.0%

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the investment results of an index composed of investment-grade U.S. municipal bonds maturing before December 2, 2026.
Strategy
Seeks to track the investment results of the S&P AMT-Free Municipal Series Callable-Adjusted Dec 2026 Index, which measures investment-grade U.S. municipal bonds. The Fund invests primarily in bonds expected to mature or be redeemed before December 2, 2026, using a representative sampling indexing strategy.
Inception date
April 2, 2019
Fund family
iShares

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Data updated on 2026-08-03