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SUBiShares Short-Term National Muni Bond ETF

Get income17y track recordRanked #54 of 1,650 in this goal

Tracks the investment results of an index composed of investment-grade U.S. municipal bonds with remaining maturities between one month and five years.

By iShares · Launched 2008

Annual Cost

0.07%

#217 of 5,861 · low cost

Fund Size

$11.4B

#248 of 5,861 · large

Dividend YieldGoal

2.52%

Track Record

17 years

#612 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,153+1.5%

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 Short Maturity AMT-Free US National Municipal Index

What it actually holds

By weight

Concentration

Top 10 holdings = 3.6% of fundwell diversified

BlackRock Liquidity Funds
1.0%
New Jersey Economic Development Authority
0.4%
County of King
0.4%
State of California
0.3%
Empire State Development Corp.
0.3%
University of California
0.3%
New Jersey Turnpike Authority
0.3%
Pennsylvania Turnpike Commission
0.3%
State of California
0.3%
State of California
0.3%

Asset allocation

Bonds
96.3%
Cash
3.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.1%Low

Year-on-year price swings

Max drawdown
-9.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)
-0.51Below average
Sortino (3Y)
-0.66Moderate downside risk

Bond profile

Duration

4.8 years

Avg maturity

10.4 years

Credit ratings

AAA
29.1%
AA
56.1%
A
14.5%
BBB
0.3%
Other
0.0%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of an index composed of investment-grade U.S. municipal bonds with remaining maturities between one month and five years.
Strategy
Seeks to track the investment results of the ICE Short Maturity AMT-Free US National Municipal Index, which measures short maturity U.S. dollar denominated investment-grade tax-exempt debt. Invests primarily in municipal bonds with maturities between one month and five years, maintaining a weighted average maturity of less than three years.
Inception date
November 5, 2008
Fund family
iShares

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Data updated on 2026-08-04