Key stats
About ISHARES TRUST 5-10 YEAR INVESTMENT GRADE CORPORATE BD
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Inception date
Jan 5, 2007
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Ordinary income
IGSBs mostly vanilla portfolio of short-term, investment-grade corporate debt is hugely popular with investors. The fund holds longer-dated bonds than our benchmark and most competitors, increasing both yield and interest rate risk. Still, it does a great job of representing this expanded short-term bond space. IGSB typically favors higher-quality bonds, usually resulting in a fund with lower credit risk than our benchmark. Its huge asset base ranks it among the top fixed income ETFs by AUM. The funds popularity extends to the trading floorinvestors large and small can access IGSB efficiently. Prior to August 1, 2018, IGSB tracked the Bloomberg Barclays US 1-3 Year Credit Bond Index.
Classification
What's in the fund
Exposure type
Corporate
Stocks0.02%
Finance0.02%
Bonds, Cash & Other99.98%
Corporate99.90%
Cash0.09%
Government0.00%
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