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IBMR
+0.17 · +0.67%
$25.55 · BATS

iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) ETF Analysis | Muni Target Maturity

iShares · USA
AUM:$426.1M
#– 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

IBMR returned +4.4% 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 IBMR?

The underlying index includes municipal bonds from issuers that are U. state, federal district (the District of Columbia), or local government or agency such that the interest on the bonds is exempt from U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
IBMR returned 4.4% 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 1.4% of the ETF — exposure spread across many positions.
ETF Information
AUM$426.1M
Expense Ratio0.18%
Dividend Yield2.53%
Holdings1
Inception DateMay 2023
Domicile–
Distribution–
Index–
ProvideriShares
Beta–
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
-1.4%
1Y
+0.8%
3Y
+10.0%
5Y
+8.1%
OpenBook InsightIf you had invested £10,000 in IBMR 5 years ago, it would have grown to £10,808 — a gain of £808.

Annual Returns

Calendar year performance

IBMR delivered positive returns in 3 of the last 4 calendar years.
YearIBMR
2026 YTD-0.2%
2025+4.3%
2024+0.3%
2023+3.5%
CAGR 3yr+2.7%
3/4 positive yearsAvg return: +2.0%Worst year: -0.2% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
1.7%
Low
Momentum
-0.2%
30-day change
Support Level
25.18
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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