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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.12% 0.16% 588.15M 35291.17
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
3.15% 167.0% 11.02M Upgrade

Basic Info

Investment Strategy
The investment seeks to track the Bloomberg MSCI US Universal Choice ESG Screened Index. The index is a modified market value-weighted index designed to reflect the performance of U.S. dollar-denominated, taxable bonds with favorable ESG ratings while applying extensive screens. The fund generally will invest at least 90% of its assets in the index and in investments that have economic characteristics that are substantially identical to the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the index. It is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Intermediate Core-Plus Bond
Category Index Bloomberg US Universal TR USD
Global Category Name US Fixed Income
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective Income
Fund Owner Firm Name iShares
Prospectus Benchmark Index
Bloomberg MSCI US Uni Cho ESG Scr USD 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
James Mauro 3.61 yrs
Karen Uyehara 2.59 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
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As of February 28, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
-1.29%
-12.82%
5.79%
-1.53%
3.54%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
-1.83%
4.88%
-0.45%
8.62%
6.25%
-1.42%
-12.76%
6.10%
-2.01%
4.76%
0.37%
8.54%
7.80%
-0.78%
-14.57%
6.48%
-1.18%
3.52%
-0.57%
9.81%
9.42%
-0.43%
-12.54%
6.81%
-1.55%
--
-0.88%
10.38%
8.87%
-0.80%
-14.36%
7.15%
-1.07%
As of February 28, 2024.

Asset Allocation

As of February 23, 2024.
Type % Net % Long % Short
Cash 2.14% Upgrade Upgrade
Stock 0.00% Upgrade Upgrade
Bond 97.85% Upgrade Upgrade
Convertible 0.01% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to track the Bloomberg MSCI US Universal Choice ESG Screened Index. The index is a modified market value-weighted index designed to reflect the performance of U.S. dollar-denominated, taxable bonds with favorable ESG ratings while applying extensive screens. The fund generally will invest at least 90% of its assets in the index and in investments that have economic characteristics that are substantially identical to the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the index. It is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Intermediate Core-Plus Bond
Category Index Bloomberg US Universal TR USD
Global Category Name US Fixed Income
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective Income
Fund Owner Firm Name iShares
Prospectus Benchmark Index
Bloomberg MSCI US Uni Cho ESG Scr USD 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
James Mauro 3.61 yrs
Karen Uyehara 2.59 yrs

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