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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.04% 0.02% 12.31B 1.620M
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
3.90% 24.00% 1.020B Upgrade

Basic Info

Investment Strategy
The investment seeks to track the investment results of the ICE® BofA® 5-10 Year US Corporate Index. The fund will invest at least 80% of its assets in the component securities of the index, and it will invest at least 90% of its assets in fixed income securities of the types included in the underlying index that BFA believes will help the fund track the index. The fund will invest no more than 10% of its assets in futures, options and swaps contracts that BFA believes will help the fund track the index as well as in fixed income securities other than the types included in the index, but which BFA believes will help the fund track the index.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Corporate Bond
Category Index Bloomberg US Corp Bond TR USD
Global Category Name US Fixed Income
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective Growth and Income
Fund Owner Firm Name iShares
Prospectus Benchmark Index
ICE BofA 5-10Y US Corp TR USD 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
James Mauro 12.60 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)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of February 23, 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
3.50%
-0.71%
14.60%
9.64%
-1.67%
-14.01%
9.22%
-1.21%
3.54%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
-1.77%
5.75%
-2.21%
13.99%
9.44%
-1.34%
-15.30%
8.71%
-1.30%
3.76%
-0.49%
10.22%
7.69%
-1.24%
-9.66%
7.27%
-0.61%
5.69%
-2.27%
12.54%
9.62%
-2.32%
-15.14%
7.59%
-1.62%
6.56%
-2.98%
14.79%
9.71%
-1.19%
-14.97%
9.13%
-1.47%
As of February 23, 2024.

Asset Allocation

As of February 22, 2024.
Type % Net % Long % Short
Cash 0.12% Upgrade Upgrade
Stock 0.00% Upgrade Upgrade
Bond 99.62% Upgrade Upgrade
Convertible 0.21% Upgrade Upgrade
Preferred 0.05% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to track the investment results of the ICE® BofA® 5-10 Year US Corporate Index. The fund will invest at least 80% of its assets in the component securities of the index, and it will invest at least 90% of its assets in fixed income securities of the types included in the underlying index that BFA believes will help the fund track the index. The fund will invest no more than 10% of its assets in futures, options and swaps contracts that BFA believes will help the fund track the index as well as in fixed income securities other than the types included in the index, but which BFA believes will help the fund track the index.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Corporate Bond
Category Index Bloomberg US Corp Bond TR USD
Global Category Name US Fixed Income
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective Growth and Income
Fund Owner Firm Name iShares
Prospectus Benchmark Index
ICE BofA 5-10Y US Corp TR USD 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
James Mauro 12.60 yrs
Karen Uyehara 2.59 yrs

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