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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.18% 0.09% 1.067B 332146.2
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
4.13% 23.00% 79.79M Upgrade

Basic Info

Investment Strategy
The investment seeks to track the Bloomberg MSCI US Corporate ESG Focus Index composed of U.S. dollar-denominated, investment-grade corporate bonds issued by companies that have positive environmental, social and governance characteristics while seeking to exhibit risk and return characteristics similar to those of the parent index of such index. The fund generally will invest at least 90% of its assets in 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, but which BFA believes will help it track the index.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style Medium Quality/Moderate Sensitivity
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 Corporate Bond - General
Fund Owner Firm Name iShares
Prospectus Benchmark Index
Bloomberg MSCI US Corp ESG Focus TR USD 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
James Mauro 6.73 yrs
Scott Radell 6.73 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 April 25, 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
--
-3.12%
14.43%
9.57%
-1.57%
-15.96%
8.58%
-3.27%
3.54%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
-3.44%
5.31%
-1.73%
14.10%
9.46%
-1.77%
-13.98%
8.98%
-2.74%
--
--
--
9.75%
-1.86%
-14.06%
8.97%
-2.63%
5.75%
-2.21%
13.99%
9.44%
-1.34%
-15.30%
8.71%
-2.80%
3.50%
-0.71%
14.60%
9.64%
-1.67%
-14.01%
9.22%
-2.56%
As of April 25, 2024.

Asset Allocation

As of April 12, 2024.
Type % Net % Long % Short
Cash 1.31% Upgrade Upgrade
Stock 0.00% Upgrade Upgrade
Bond 98.67% Upgrade Upgrade
Convertible 0.02% 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 Corporate ESG Focus Index composed of U.S. dollar-denominated, investment-grade corporate bonds issued by companies that have positive environmental, social and governance characteristics while seeking to exhibit risk and return characteristics similar to those of the parent index of such index. The fund generally will invest at least 90% of its assets in 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, but which BFA believes will help it track the index.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style Medium Quality/Moderate Sensitivity
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 Corporate Bond - General
Fund Owner Firm Name iShares
Prospectus Benchmark Index
Bloomberg MSCI US Corp ESG Focus TR USD 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
James Mauro 6.73 yrs
Scott Radell 6.73 yrs

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