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IBMQ
+0.12 · +0.46%
$25.64 · BATS

iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) ETF Analysis | Muni Target Maturity

iShares · USA
AUM:$629.0M
#– 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

IBMQ returned +4.2% 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 IBMQ?

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 2028, and only including non-callable bonds maturing in 2028.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
IBMQ returned 4.2% 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 0.9% of the ETF — exposure spread across many positions.
ETF Information
AUM$629.0M
Expense Ratio0.18%
Dividend Yield2.42%
Holdings1
Inception DateApr 2019
Domicile–
Distribution–
Index–
ProvideriShares
Beta0.62
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
-0.6%
1Y
+1.1%
3Y
+8.9%
5Y
+1.5%
OpenBook InsightIf you had invested £10,000 in IBMQ 5 years ago, it would have grown to £10,147 — a gain of £147.

Annual Returns

Calendar year performance

IBMQ delivered positive returns in 4 of the last 5 calendar years.
YearIBMQ
2026 YTD+0.3%
2025+4.0%
2024+0.8%
2023+3.8%
2022-6.6%
CAGR 4yr+0.4%
4/5 positive yearsAvg return: +0.5%Worst year: -6.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
1.3%
Low
Momentum
-0.1%
30-day change
Support Level
25.45
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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