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IBMP
+0.05 · +0.21%
$25.44 · BATS

iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) ETF Analysis | Muni Target Maturity

iShares · USA
AUM:$619.8M
#– of – in Muni Target Maturity ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

IBMP returned +3.4% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.18% — competitive for the exposure provided.

What is IBMP?

The index measures the performance of investment-grade (as determined by S&P Dow Jones Indices LLC), tax-exempt, U. municipal bonds, reducing callable bonds before 2027, and only including non-callable bonds maturing in 2027.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
IBMP returned 3.4% over the past year.
Competitive Expense Ratio
Expense ratio of 0.18% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 0.4% of the ETF — exposure spread across many positions.
ETF Information
AUM$619.8M
Expense Ratio0.18%
Dividend Yield2.46%
Holdings1
Inception DateApr 2019
Domicile–
Distribution–
Index–
ProvideriShares
Beta0.50
CategoryMuni Target Maturity
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-0.1%
1Y
+1.5%
3Y
+8.7%
5Y
+2.2%
OpenBook InsightIf you had invested £10,000 in IBMP 5 years ago, it would have grown to £10,218 — a gain of £218.

Annual Returns

Calendar year performance

IBMP delivered positive returns in 4 of the last 5 calendar years.
YearIBMP
2026 YTD+0.6%
2025+3.4%
2024+1.4%
2023+3.2%
2022-5.9%
CAGR 4yr+0.4%
4/5 positive yearsAvg return: +0.5%Worst year: -5.9% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
100%
Positive
Volatility
1.0%
Low
Momentum
0.0%
30-day change
Support Level
25.31
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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