IBMViShares iBonds Dec 2033 Term Mu
Tracks the investment results of the S&P AMT-Free Municipal Series Callable-Adjusted 2033 Index.
By iShares · Launched 2026
Annual Cost
0.18%
#763 of 5,861 · low cost
Fund Size
$4M
#5,319 of 5,861 · small
Dividend YieldGoal
—
Track Record
5 months
#5,287 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,021+0.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
Fixed incomeRegion
North americaStrategy
Index tracking
Index tracked
S&P AMT-Free Municipal Series Callable-Adjusted 2033 Index
What it actually holds
By weightConcentration
Top 10 holdings = 14.9% of fund✓ well diversified
New York State Environmental Facilities Corp.
2.3%
City of New York
1.8%
State of Vermont
1.5%
Johnson County Unified School District No. 229 Blue Valley
1.5%
California State Public Works Board
1.5%
University of California
1.5%
New York City Transitional Finance Authority Future Tax Secured Revenue
1.3%
Michigan Finance Authority
1.2%
City of Phoenix Civic Improvement Corp.
1.2%
Purdue University
1.2%
Asset allocation
Bonds
99.6%
Cash
0.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-2.5%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Duration
5.0 years
Avg maturity
11.1 years
Credit ratings
AAA
22.3%
AA
62.9%
A
14.2%
BB
0.6%
Listing
- Exchange
- Cboe BZX, NYSE American
Full fund details
- Objective
- Tracks the investment results of the S&P AMT-Free Municipal Series Callable-Adjusted 2033 Index.
- Strategy
- Invests primarily in investment-grade U.S. municipal bonds expected to mature before December 2, 2033, tracking the S&P AMT-Free Municipal Series Callable-Adjusted 2033 Index. The Fund uses a representative sampling indexing strategy to manage its portfolio, aiming to keep costs low and achieve better after-tax performance.
- Inception date
- March 25, 2026
- Fund family
- iShares
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Data updated on 2026-08-04