ITDBIshares Lifepath Target Date 2030 ETF
Seeks to provide retirement outcomes through exposure to a broad portfolio of ETFs.
By iShares · Launched 2023
Annual Cost
0.09%
#349 of 6,040 · low cost
Fund Size
$82M
#3,270 of 6,040 · mid-size
Return (1Y)
+8.7%
Track Record
2 years
#3,175 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,893+8.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 98.3% of funddiversified through underlying funds
iShares Russell 1000 ETF
30.3%
iShares US Treasury Bond ETF
14.5%
iShares Core MSCI International Developed Mkt ETF
12.5%
iShares MBS ETF
10.0%
iShares 0-5 Year TIPS Bond ETF
8.2%
iShares Core MSCI Emerging Markets ETF
6.0%
iShares 1-5 Year Investment Grade Corporate Bd ETF
5.0%
BlackRock Funds III: BlackRock Cash Funds: Institutional; SL Agency Shares
4.4%
iShares 10-20 Year Treasury Bond ETF
3.7%
iShares 5-10 Yr Investment Grade Corporate Bd ETF
3.5%
Asset allocation
Stocks
54.8%
Bonds
43.6%
Cash
1.6%
Other
0.0%
By sector
Technology
28.6%
Financial Services
15.4%
Industrials
11.5%
Consumer Cyclical
8.3%
Healthcare
8.2%
Communication
7.1%
Real Estate
5.0%
Energy
4.4%
Other
11.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
7.9%Low
Year-on-year price swings
Max drawdown
-8.4%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
3.4 years
Avg maturity
9.2 years
Credit ratings
US Government
24.0%
AAA
100.0%
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to provide retirement outcomes through exposure to a broad portfolio of ETFs.
- Strategy
- Allocates and reallocates assets among a combination of Underlying Funds based on a multi-dimensional risk assessment. Invests primarily in affiliated ETFs, including large-, mid-, and small-capitalization securities, to achieve retirement outcomes.
- Inception date
- October 17, 2023
- Fund family
- iShares
Similar funds
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Data updated on 2026-09-18