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IBTHiShares iBonds Dec 2027 Term Treasury ETF

Get income6y track recordRanked #97 of 1,650 in this goal

Tracks the investment results of an index composed of U.S. Treasury bonds maturing in 2027.

By iShares · Launched 2020

Annual Cost

0.07%

#217 of 5,861 · low cost

Fund Size

$2.2B

#719 of 5,861 · large

Dividend YieldGoal

3.82%

Track Record

6 years

#2,014 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,374+3.7%

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

ICE 2027 Maturity US Treasury Index

What it actually holds

By weight

Concentration

Top 10 holdings = 27.1% of fundwell diversified

United States of America
2.9%
United States of America
2.8%
United States of America
2.7%
United States of America
2.7%
United States of America
2.7%
United States of America
2.7%
United States of America
2.7%
United States of America
2.7%
United States of America
2.7%
United States of America
2.7%

Asset allocation

Bonds
99.6%
Cash
0.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.0%Low

Year-on-year price swings

Max drawdown
-16.2%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.24Below average
Sortino (3Y)
0.36Moderate downside risk

Bond profile

Duration

3.1 years

Avg maturity

9.9 years

Credit ratings

US Government
99.6%
AA
100.0%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the investment results of an index composed of U.S. Treasury bonds maturing in 2027.
Strategy
Invests primarily in U.S. Treasury bonds maturing in 2027, aiming to track the ICE 2027 Maturity US Treasury Index. The Fund employs a representative sampling indexing strategy and will terminate on or about December 15, 2027.
Inception date
February 25, 2020
Fund family
iShares

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Data updated on 2026-08-04