IBMQ — iShares iBonds Dec 2028 Term Muni Bond ETF

Data updated: 2026-06-26

IBMQ — iShares iBonds Dec 2028 Term Muni Bond ETF data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Short Municipal - National Bond · $635.46M AUM · 0.18% expense ratio · 4.1% 1-yr return. From SEC regulatory filings.

IBMQ Fund Overview

IBMQ — iShares iBonds Dec 2028 Term Muni Bond ETF is a US ETF managed by iSHARES TRUST, categorised as Short Municipal - National Bond. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US ETF
  • Manager: iSHARES TRUST
  • Category: Short Municipal - National Bond
  • Assets under management: $635.46M
  • 1-year return: 4.1%
  • Ticker: IBMQ
  • SEC CIK: 0001100663
  • SEC series ID: S000065129
  • Share class ID: C000210858

IBMQ Holdings

Top 10 holdings of iShares iBonds Dec 2028 Term Muni Bond ETF by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
New Jersey Economic Development Authority0.56%
California Infrastructure & Economic Development Bank0.53%
Metropolitan Transportation Authority0.50%
Commonwealth of Pennsylvania0.44%
City of Dallas0.42%
State of California0.40%
Kentucky Public Energy Authority0.40%
State of New Jersey0.39%
New York City Transitional Finance Authority Building Aid0.38%
State of Illinois0.35%

View all IBMQ holdings

IBMQ Portfolio Allocation

Asset-class allocation of iShares iBonds Dec 2028 Term Muni Bond ETF by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Fixed Income99.0%
Cash & Equivalents0.2%

IBMQ Performance

Total returns for IBMQ (as of 2026-08-01), from SEC filings.

PeriodTotal return
YTD0.7%
1 year4.1%
3 years (annualised)2.5%
5 years (annualised)0.5%

IBMQ Risk Information

Risk metrics for IBMQ, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 1.4%

IBMQ Costs and Fees

IBMQ costs about $18 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 0.18%
  • Gross expense ratio: 0.18%
  • Portfolio turnover: 3%
  • Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)

IBMQ Cashflows

Over the 12 months to 2026-04, iShares iBonds Dec 2028 Term Muni Bond ETF had net inflows of $193.03M, from monthly SEC N-PORT filings.

MonthNet flow
2026-04$5.11M
2026-03$6.43M
2026-02$12.85M
2026-01$33.35M
2025-12$43.36M
2025-11$14.03M

IBMQ Debt Constituents

Largest debt holdings of iShares iBonds Dec 2028 Term Muni Bond ETF by percentage of net assets, from the latest SEC N-PORT filing.

Debt holding% of net assets
New Jersey Economic Development Authority0.56%
California Infrastructure & Economic Development Bank0.53%
Metropolitan Transportation Authority0.50%
Commonwealth of Pennsylvania0.44%
City of Dallas0.42%
State of California0.40%
Kentucky Public Energy Authority0.40%
State of New Jersey0.39%
New York City Transitional Finance Authority Building Aid0.38%
State of Illinois0.35%

IBMQ Prospectus and SEC Filings

Official iShares iBonds Dec 2028 Term Muni Bond ETF filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Short Municipal - National Bond funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.