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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.06% 0.13% 2.643B 345427.8
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.28% 20.00% 385.62M Upgrade

Basic Info

Investment Strategy
The investment seeks to track the investment results of the Markit iBoxx® USD Liquid Investment Grade 0-5 Index composed of U.S. dollar-denominated, investment-grade corporate bonds with remaining maturities of less than five years. The fund will invest at least 80% of its assets in the component securities of the underlying index, and the fund will invest at least 90% of its assets in fixed income securities of the types included in the underlying index. The index is designed to reflect the performance of U.S. dollar-denominated investment-grade corporate debt.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style Medium Quality/Limited Sensitivity
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Short-Term Bond
Category Index Bloomberg US Govt/Credit 1-3 Yr TR USD
Global Category Name US Fixed Income
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective Corporate Bond - General
Fund Owner Firm Name iShares
Prospectus Benchmark Index
Markit iBoxx USD Liquid IG 0-5 TR USD 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
James Mauro 9.55 yrs
Karen Uyehara 2.17 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 May 26, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2016
2017
2018
2019
2020
2021
2022
YTD
1.73%
2.12%
1.09%
6.09%
4.76%
-0.61%
-4.39%
1.56%
2.65%
3.54%
0.01%
8.72%
7.51%
-1.54%
-13.01%
1.20%
2.09%
1.58%
1.45%
5.21%
3.83%
-0.20%
-3.31%
1.35%
2.60%
2.18%
0.92%
7.02%
5.13%
-0.63%
-5.62%
1.46%
1.79%
1.27%
1.25%
7.11%
5.37%
-0.56%
-5.63%
1.63%
2.65%
1.72%
1.02%
5.61%
4.75%
-0.71%
-6.08%
1.46%
As of May 26, 2023.

Asset Allocation

As of May 26, 2023.
Type % Net % Long % Short
Cash 1.42% Upgrade Upgrade
Stock 0.00% Upgrade Upgrade
Bond 98.58% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to track the investment results of the Markit iBoxx® USD Liquid Investment Grade 0-5 Index composed of U.S. dollar-denominated, investment-grade corporate bonds with remaining maturities of less than five years. The fund will invest at least 80% of its assets in the component securities of the underlying index, and the fund will invest at least 90% of its assets in fixed income securities of the types included in the underlying index. The index is designed to reflect the performance of U.S. dollar-denominated investment-grade corporate debt.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style Medium Quality/Limited Sensitivity
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Short-Term Bond
Category Index Bloomberg US Govt/Credit 1-3 Yr TR USD
Global Category Name US Fixed Income
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective Corporate Bond - General
Fund Owner Firm Name iShares
Prospectus Benchmark Index
Markit iBoxx USD Liquid IG 0-5 TR USD 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
James Mauro 9.55 yrs
Karen Uyehara 2.17 yrs

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