Key stats
About iShares ESG Aware 1-5 Year USD Corporate Bond ETF
Home page
Inception date
Jul 11, 2017
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
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
SUSB is positioned to be a building block for investors looking to structure their own ESG focused portfolio. The fund tracks a corporate bond index that considers each issuer`s environmental, social, and governance practices. Companies involved in tobacco or controversial weapons are excluded. The fund also avoids firms subject to severe business controversies (such as anti-competitive, environmental, or health and safety issues) in the past three years. The remaining bonds are rated according to a quantitative ESG rating methodology developed by MSCI ESG Research. The ratings consider key ESG-related risks and opportunities by industry, such as climate change, resource scarcity, and demographic shifts. Final selection and weighting are done by an optimizer, which maximizes exposure to positive ESG traits while retaining market-like risk and return. SUSB holds corporate debt with maturities of 1-5 years. Non-US issues are included, but all bonds must be US dollar-denominated.
Classification
What's in the fund
Exposure type
Corporate
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.