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IBMXiShares iBonds Dec 2035 Term Muni Bond ETF

Get incomeNewRanked #1,160 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, 2035.

By iShares · Launched 2026

Annual Cost

0.18%

#763 of 5,853 · low cost

Fund Size

$5M

#5,197 of 5,853 · small

Dividend YieldGoal

Track Record

4 months

#5,353 of 5,853 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,779-2.2%

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

S&P AMT-Free Municipal Series Callable-Adjusted 2035 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 19.6% of fundwell diversified

State of California
3.0%
Board of Regents of the University of Texas System
2.5%
Massachusetts Development Finance Agency
2.3%
State of Ohio
2.2%
University of California
1.8%
State of Maryland
1.8%
Los Angeles Unified School District
1.6%
State of Texas
1.5%
Metropolitan Transportation Authority
1.5%
State of California
1.4%

Asset allocation

Bonds
97.8%
Cash
2.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-2.8%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

11.3 years

Credit ratings

AAA
31.1%
AA
55.3%
A
13.6%

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, 2035.
Strategy
Seeks to track the S&P AMT-Free Municipal Series Callable-Adjusted 2035 Index, which measures investment-grade U.S. municipal bonds. The Fund invests primarily in bonds expected to mature or be redeemed before December 2, 2035, using a representative sampling indexing strategy.
Inception date
April 14, 2026
Fund family
iShares

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Data updated on 2026-08-02