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About iShares Long-Term U.S. Equity Active ETF
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Inception date
Jun 17, 2024
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
BELT is targeted US equity exposure, managed actively through an unconstrained investment approach. Securities selected can span any market capitalization. The philosophy emphasizes long-term investment with low portfolio turnover, aiming for sustained capital growth. Up to 20% of the funds assets may be allocated to foreign equity securities, including ADRs and GDRs, with foreign currency exposure managed through forward currency contracts, though systematic heeding is not a primary focus. Derivatives such as options, futures, swaps, and forward contracts enhance returns and manage risks associated with market movements, interest rates, and currency exchange rates. Additionally, futures contracts or options on such contracts may be employed to manage cash flows. Investments may also include REITS, as well as indexed and inverse securities. Prior to October 10, 2024, the fund used Blackrock for branding purposes instead of iShares.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Technology Services
Health Technology
Commercial Services
Stocks95.68%
Technology Services35.54%
Health Technology15.67%
Commercial Services12.23%
Producer Manufacturing9.30%
Electronic Technology9.14%
Retail Trade6.67%
Consumer Services3.67%
Consumer Non-Durables3.47%
Bonds, Cash & Other4.32%
Corporate4.15%
Mutual fund0.09%
Cash0.08%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history