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IBMPiShares iBonds Dec 2027 Term Muni Bond ETF

Get income7y track recordRanked #279 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, 2027.

By iShares · Launched 2019

Annual Cost

0.18%

#762 of 5,854 · low cost

Fund Size

$643M

#1,420 of 5,854 · large

Dividend YieldGoal

2.50%

Track Record

7 years

#1,854 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,240+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 2027 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 3.7% of fundwell diversified

State of California
0.5%
State of Michigan
0.4%
University of California
0.4%
Geisinger Authority
0.4%
El Camino Community College District
0.3%
City of Boston
0.3%
State of New Jersey
0.3%
New Jersey Transportation Trust Fund Authority
0.3%
California Health Facilities Financing Authority
0.3%
Black Belt Energy Gas District
0.3%

Asset allocation

Bonds
100.5%

Risk profile

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

Year-on-year price swings

Max drawdown
-15.2%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
-0.46Below average
Sortino (3Y)
-0.62Moderate downside risk

Bond profile

Duration

4.9 years

Avg maturity

10.2 years

Credit ratings

AAA
25.8%
AA
57.3%
A
16.7%
BBB
0.3%
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, 2027.
Strategy
Seeks to track the investment results of the S&P AMT-Free Municipal Series Callable-Adjusted Dec 2027 Index, which measures investment-grade U.S. municipal bonds. The Fund invests primarily in bonds expected to mature or be redeemed before December 2, 2027.
Inception date
April 9, 2019
Fund family
iShares

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Data updated on 2026-08-04