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ICSHiShares Ultra Short Duration Bond Active ETF

Beacon PickGet incomeStay safe12y track recordRanked #1 of 357 in this goal

Seeks current income consistent with preservation of capital.

By iShares · Launched 2013

Annual Cost

0.08%

#275 of 5,853 · low cost

Fund Size

$7.8B

#338 of 5,853 · large

Dividend YieldGoal

4.33%

Track Record

12 years

#1,130 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,385+3.9%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 11.6% of fundwell diversified

BlackRock Funds III
2.0%
MIZUHO SECURITIES USA LLC
1.6%
CITIGROUP GLOBAL MARKETS INC
1.3%
GOLDMAN SACHS & CO LLC
1.2%
WELLS FARGO SECURITIES LLC
1.2%
Marubeni Finance America LLC
1.0%
Cooperatieve Rabobank UA/NY
0.8%
NORTHWESTERN MUTUAL GLBL
0.8%
BOFA SECURITIES INC
0.8%
CDP Financial Inc
0.8%

Asset allocation

Bonds
53.1%
Cash
46.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
0.4%Low

Year-on-year price swings

Max drawdown
-3.9%Mild

Worst peak-to-trough loss

Sharpe (3Y)
2.95Strong risk-adjusted returns
Sortino (3Y)
4.79Good downside protection

Bond profile

Duration

4.3 years

Avg maturity

10.0 years

Credit ratings

US Government
1.9%
AAA
12.0%
AA
37.5%
A
43.0%
BBB
7.5%

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks current income consistent with preservation of capital.
Strategy
Actively manages a portfolio of U.S. dollar-denominated investment-grade fixed- and floating-rate debt securities, primarily investing in those maturing in three years or less. Includes corporate, government, agency, and asset-backed securities, with a focus on current income and capital preservation.
Inception date
December 11, 2013
Fund family
iShares

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Data updated on 2026-08-02