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iShares iBonds Dec 2035 Term Muni Bond ETF
IBMX performance and flow charts
Performance
Flows
Historic performance and flows
Data as of September 11, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -2.95% | -3.95% | ||||
| Flows | +$1M | +$1M | - | - | - | - |
Characteristics
The iShares iBonds Dec 2035 Term Muni Bond ETF is built to track the S&P AMT-Free Municipal Series Callable-Adjusted 2035 Index - USD. This ETF provides physical exposure - by owning its shares you earn the return of the securities composing the index (as the ETF holds them directly). This share class generates a stream of income by distributing dividends.
| Management strategy | Passive |
| Strategy | Long Only |
| Provider | iShares |
| N° of holdings | 135 |
| Replication method | Direct (Physical) |
| Asset class | Fixed Income |
| Dividend policy | Distributing |
| Inception date | April 14, 2026 |
| ESG | No |
More data and info about IBMX on Trackinsight
Exposure
Data as of July 31, 2026Diversification
Total weight of top 15 holdings out of 135
Top 15 Holdings
Sectors
Countries
Maturity
Credit rating
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +3.73% | |||
Max drawdown | -4.76% | |||
Max drawdown duration | 67d | N/A | N/A | N/A |
Time to recover | N/A | N/A | N/A | N/A |
Replication quality
Data as of August 31, 2026Create an account to view replication metrics
1 year cumulative return difference | |
|---|---|
| Best | Join for free |
| Worst | Join for free |
| daily return difference | |
|---|---|
| Average | Join for free |
| Worst | Join for free |
What type of ETF is IBMX?
IBMX is a Passive ETF that provides exposure to Fixed Income assets. It is managed by iShares.
What index does IBMX track?
IBMX tracks the S&P AMT-Free Municipal Series Callable-Adjusted 2035 Index - USD, aiming to replicate its performance through optimized sampling.
What does IBMX invest in?
This ETF provides exposure to US Investment Grade Municipal Bonds. It is part of the segment: Municipal Bonds.
What is the expense ratio of IBMX?
The total expense ratio (TER) of IBMX is 0.1%, representing the annual fee charged by the fund manager.
When was IBMX launched?
IBMX was launched on April 14, 2026, marking its entry into the ETF market.
Who is the issuer of IBMX?
IBMX is issued by iShares.
What is the AUM of IBMX?
As of September 11, 2026, IBMX manages $5.96 M, reflecting the total assets held in the fund.
How many holdings are in IBMX
As of July 31, 2026, IBMX holds 135 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is IBMX?
As of July 31, 2026, IBMX holds 135 securities, with 25.78% of its assets concentrated in its top 15 holdings.
What are the top holdings of IBMX?
As of July 31, 2026, IBMX holds a portfolio of 135 underlyings, with its largest positions including California, 5% 1oct2035, USD, University of Texas, 5% 15aug2036, USD (2025B) and Massachusetts Development Finance Agency, 5% 15may2055, USD (2025A-2). These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does IBMX invest in?
As of July 31, 2026, IBMX has its largest geographic exposures in USA.
What sectors or themes does IBMX focus on?
As of July 31, 2026, IBMX is primarily exposed to Municipal.
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