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SUBiShares Short-Term National Muni Bond ETF

Get income17y track recordRanked #54 of 1,622 in this goal

Seeks to track the investment results of an index composed of investment-grade U.S. municipal bonds with maturities of 1-5 years.

By iShares · Launched 2008

Annual Cost

0.07%

#354 of 5,562 · low cost

Fund Size

$11.3B

#245 of 5,562 · large

Dividend YieldGoal

2.51%

Track Record

17 years

#623 of 5,562 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,264+2.6%

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

Classification

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 = 3.3% of fundwell diversified

BlackRock Liquidity Funds
0.5%
New Jersey Economic Development Authority
0.4%
New York City Transitional Finance Authority Future Tax Secured
0.4%
State of California
0.3%
City of Houston Combined Utility System
0.3%
Pennsylvania Turnpike Commission
0.3%
Empire State Development Corp.
0.3%
New Jersey Turnpike Authority
0.3%
State of California
0.3%
State of California
0.3%

Asset allocation

Bonds
95.0%
Cash
5.0%

Risk profile

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

Year-on-year price swings

Max drawdown
-9.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)
-0.35Below average
Sortino (3Y)
-0.45Moderate downside risk

Bond profile

Duration

4.8 years

Avg maturity

10.4 years

Credit ratings

AAA
29.1%
AA
55.6%
A
15.0%
BBB
0.3%
Other
0.0%

Where to buy

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to track the investment results of an index composed of investment-grade U.S. municipal bonds with maturities of 1-5 years.
Strategy
Tracks the ICE Short Maturity AMT-Free US National Municipal Index, which measures short maturity U.S. dollar-denominated investment-grade tax-exempt debt. The Fund invests at least 80% of its assets in the index's components and uses representative sampling to manage the portfolio.
Inception date
November 5, 2008
Fund family
iShares

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Data updated on 2026-06-19