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LDRHiShares iBonds 1-5 Year High Yield and Income Ladder ETF

Get income1y track recordRanked #1,075 of 1,650 in this goal

Tracks the investment results of the BlackRock iBonds 1-5 Year High Yield and Income Ladder Index.

By iShares · Launched 2024

Annual Cost

0.35%

#1,644 of 5,854 · low cost

Fund Size

$22M

#4,402 of 5,854 · small

Dividend YieldGoal

6.47%

Track Record

1 year

#3,833 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,489+4.9%

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

BlackRock iBonds 1-5 Year High Yield and Income Ladder Index

What it actually holds

By weight

Concentration

Top 6 holdings = 100.0% of funddiversified through underlying funds

iShares iBonds 2030 Term High Yield and Income ETF
20.1%
iShares iBonds 2028 Term High Yield and Income ETF
20.1%
iShares iBonds 2029 Term High Yield and Income ETF
20.0%
iShares iBonds 2026 Term High Yield and Income ETF
19.9%
iShares iBonds 2027 Term High Yield and Income ETF
19.9%
BlackRock Funds III: BlackRock Cash Funds: Treasury; SL Agency Shares
0.1%

Asset allocation

Bonds
97.0%
Cash
3.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.6%Low

Year-on-year price swings

Max drawdown
-33.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)
-0.60Below average
Sortino (3Y)
-0.61Moderate downside risk

Bond profile

Credit ratings

AA
0.5%
BBB
0.0%
BB
55.1%
B
34.9%
Below B
9.3%
Other
0.1%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the BlackRock iBonds 1-5 Year High Yield and Income Ladder Index.
Strategy
Invests primarily in U.S. dollar-denominated high-yield corporate bonds through a fund of funds structure, tracking the BlackRock iBonds 1-5 Year High Yield and Income Ladder Index. The Fund aims for income generation by holding underlying iBonds ETFs with maturities less than six years.
Inception date
November 7, 2024
Fund family
iShares

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Data updated on 2026-08-03