IBMViShares iBonds Dec 2033 Term Mu

Get incomeNewRanked #1,231 of 1,622 in this goal

Seeks to track the investment results of an index composed of investment-grade U.S. municipal bonds expected to mature or be redeemed before December 2, 2033.

By iShares · Launched 2026

Annual Cost

0.18%

#884 of 5,562 · low cost

Fund Size

$4M

#5,168 of 5,562 · small

Dividend YieldGoal

—

Track Record

3 months

#5,332 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,135+1.3%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Index tracking

Index tracked

S&P AMT-Free Municipal Series Callable-Adjusted 2033 Index

What it actually holds

By weight

Asset allocation

Bonds

99.7%

Cash

0.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-1.5%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%

62.8%

14.3%

BBB

0.6%

Where to buy

Listing

Exchange: Cboe BZX, NYSE American

Full fund details

Objective: Seeks to track the investment results of an index composed of investment-grade U.S. municipal bonds expected to mature or be redeemed before December 2, 2033.
Strategy: Tracks the S&P AMT-Free Municipal Series Callable-Adjusted 2033 Index, which measures investment-grade U.S. municipal bonds maturing before December 2, 2033, using a representative sampling strategy.
Inception date: March 25, 2026
Fund family: iShares