IBMS

iShares$25.35-0.06 (-0.22%)
AUM $345.0MER 0.10%NAV $25.37Holdings 1,874

Price Chart

Key Statistics

Previous Close

$25.41

Day Range

$25.33$25.46

52-Week Range

$25.36$26.41

Avg Volume

124.4K

Dividend Yield

Expense Ratio

0.10%

AUM

$345.0M

Shares Outstanding

ETF Grades

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Sector Breakdown

SectorWeight %
Cash & Others100.00%

Country Allocation

CountryWeight %
United States98.83%
Other1.17%

Fund Information

Issuer
iShares
Inception Date
May 21, 2024
Exchange
BATS
Description
The fund seeks to track the investment results of the index which is a market-value-weighted index that seeks to measure the performance of investment-grade (as determined by S&P Dow Jones Indices LLC, tax-exempt, U.S. municipal bonds, reducing callable bonds before 2030, and only including non-callable bonds maturing in 2030. The fund will invest at least 80% of its assets in the component securities of the underlying index. The fund is non-diversified.

Similar ETFs

SymbolNameAUM
BNDVanguard Total Bond Market ETF$398.90B
GLDSPDR Gold Shares$147.83B
AGGiShares Core U.S. Aggregate Bond ETF$137.27B
BNDXVanguard Total International Bond ETF$123.00B
SGOViShares 0-3 Month Treasury Bond ETF$109.53B

The iShares iBonds Dec 2030 Term Mu (IBMS) is an exchange-traded fund issued by iShares that launched on May 21, 2024. It currently manages $345.0M in assets under management. The fund charges an expense ratio of 0.10%. The fund holds 1874 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 5.7% of the fund

RankSymbolNameWeight %SharesMarket Value
1BLACKROCK LIQ MUNICASH CL INS MMF1.32%4,560,874$4.6M
2NEW JERSEY ST 4.00% 06/01/20300.72%24,221$2.5M
3SAN ANTONIO TEX ELEC & GAS REV 3.20% 12/01/20300.57%20,082$2.0M
4METROPOLITAN TRANSN AUTH N Y R 5.00% 05/15/20300.52%17,273$1.8M
5UNIVERSITY CALIF REVS 5.00% 05/15/20300.47%15,287$1.6M
6CONNECTICUT ST HEALTH & EDL FA 5.00% 07/01/20300.45%14,642$1.6M
7TEXAS TRANSPORTATION COMMISSION 2.80% 10/01/20300.42%14,944$1.5M
8CALIFORNIA ST 5.00% 11/01/20300.41%13,126$1.4M
9LOS ANGELES CALIF UNI SCH DIST 5.00% 07/01/20300.39%12,534$1.3M
10AQUARION WATER AUTHORITY CT 5.25% 02/01/20300.39%12,591$1.3M
11LOS ANGELES CALIF UNI SCH DIST 5.00% 07/01/20300.37%11,966$1.3M
12ALABAMA ST PUB SCH & COLLEGE A 5.00% 11/01/20320.37%11,906$1.3M
13MORRIS CNTY N J 2.00% 02/01/20300.35%13,035$1.2M
14HAWAII ST ARPTS SYS REV 5.00% 07/01/20330.34%11,008$1.2M
15MISSOURI ST HWYS & TRANS COMMN 5.00% 05/01/20300.31%10,176$1.1M
Page 1 of 38

Detailed Returns

PeriodReturnETF
1D
-0.22%
1W
-0.22%
1M
-1.53%
3M
-2.16%
6M
-1.57%
YTD
-2.65%
1Y
-3.30%
3Y
+1.58%
5Y
+1.58%

Moving Averages

20-Day MA

$25.57

Below 20-Day MA
50-Day MA

$25.67

Below 50-Day MA
200-Day MA

$25.93

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$26.41

Current Price

$25.35

52-Week Low

$25.36

$25.36$26.41

Current Yield

Annual Dividend

$0.2151

Frequency

Monthlyx/year

Last Ex-Date

Jun 1, 2026

Dividend History

Ex-DateAmountPay Date
Jun 1, 2026$0.0523Jun 4, 2026
May 1, 2026$0.0544May 6, 2026
Apr 1, 2026$0.0523Apr 7, 2026
Mar 2, 2026$0.0561Mar 5, 2026
Feb 2, 2026$0.0514Feb 5, 2026
Dec 19, 2025$0.0519Dec 24, 2025
Dec 1, 2025$0.0556Dec 4, 2025
Nov 3, 2025$0.0533Nov 6, 2025
Oct 1, 2025$0.0533Oct 6, 2025
Sep 2, 2025$0.0533Sep 5, 2025
Aug 1, 2025$0.0600Aug 6, 2025
Jul 1, 2025$0.0572Jul 7, 2025
Jun 2, 2025$0.0574Jun 5, 2025
May 1, 2025$0.0460May 6, 2025
Apr 1, 2025$0.0536Apr 4, 2025
Mar 3, 2025$0.0567Mar 6, 2025
Feb 3, 2025$0.0502Feb 6, 2025
Dec 18, 2024$0.0470Dec 23, 2024
Dec 2, 2024$0.0483Dec 5, 2024
Nov 1, 2024$0.0438Nov 6, 2024

Dividend Payments Over Time

Category Comparison

MetricIBMSCash & Others(1031 ETFs)
Fund Info
Expense Ratio0.10%0.65%
AUM$345.0M$2.93B
Dividend Yield9.47%
Avg Volume124.4K983.1K
Holdings1,874392
Performance
1-Month Return-1.53%+1.50%
6-Month Return-0.79%
YTD Return-2.71%+4.71%
1-Year Return+1.82%

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