The iShares iBonds Dec 2030 Term Corporate ETF (IBDV) is a fixed-income exchange-traded fund sponsored by BlackRock, Inc. (BlackRock). The fund aims to achieve its investment objective by investing primarily in component securities of the Bloomberg December 2030 Maturity Corporate Index, which consists of U.S. dollar-denominated, taxable, investment-grade corporate bonds scheduled to mature between January 1, 2030, and December 15, 2030. IBDV is part of the iShares iBonds fixed maturity series and is designed as a term fund that will terminate on or about December 15, 2030, distributing its remaining net assets to shareholders. BlackRock employs a passive indexing approach to track the Underlying Index, aiming to provide investors with a cost-effective and diversified fixed-income investment option.
The iShares iBonds Dec 2027 Term Corporate ETF (IBDV) offers a unique approach to dividend distribution. Unlike traditional equity ETFs, IBDV focuses on holding a portfolio of investment-grade corporate bonds maturing in December 2027. As a result, its dividend distributions are primarily interest income generated by these bonds. These distributions occur monthly, making it an attractive option for income-oriented investors seeking regular cash flow from their investments. Keep in mind that IBDV's eligibility for dividends depends on the interest payments received from its underlying bond holdings, and its distribution policies are influenced by prevailing interest rates and the creditworthiness of the issuers within its portfolio.
The iShares iBonds Dec 2030 Term Corporate ETF, with the ticker symbol IBDV, primarily tracks the Bloomberg December 2030 Maturity Corporate Index, also known as the Underlying Index. This ETF aims to achieve its investment objective by investing in a diversified portfolio of component securities from this index. The Underlying Index is composed of U.S. dollar-denominated, taxable, investment-grade corporate bonds scheduled to mature between January 1, 2030, and December 15, 2030. The fund may also invest in other ETFs, U.S. government securities, short-term paper, cash, and cash equivalents, as well as money market funds advised by BFA or its affiliates to achieve its goals. IBDV operates as a term fund with a termination date around December 15, 2030, and it doesn't seek to return a predetermined amount at maturity or in periodic distributions. It's designed to provide investors exposure to a specific maturity range of corporate bonds, allowing them to potentially benefit from yield and maturity-date alignment. The ETF follows a passive, indexing approach, focusing on tracking the performance of the Underlying Index while maintaining low portfolio turnover to achieve cost-efficiency.
The correlation aspect of the iShares iBonds Dec 2030 Term Corporate ETF (IBDV) is vital for understanding its behavior in relation to the Bloomberg December 2030 Maturity Corporate Index. Since IBDV seeks to track this index composed of U.S. dollar-denominated, taxable, investment-grade corporate bonds maturing between January 1, 2030, and December 15, 2030, its correlation with the performance of these bonds is expected to be quite strong. This correlation makes IBDV a useful tool for investors seeking exposure to a specific segment of the corporate bond market with a defined maturity date. To explore IBDV's correlations with other assets and sectors, investors can use the ETF Insider web app, which offers comprehensive data and visualization tools to gain deeper insights into its performance and overlaps.
The iShares iBonds Dec 2030 Term Corporate ETF (IBDV) focuses on the corporate bond sector, particularly in investment-grade corporate bonds maturing between January 1, 2030, and December 15, 2030. As of October 31, 2022, a significant portion of the underlying index is represented by securities of companies in the consumer staples industry or sector. IBDV seeks to provide investors with exposure to a diversified portfolio of fixed-income securities with varying maturities within its targeted sector, offering potential income generation while maintaining a defined maturity date.
The exposure characteristics of the Faith-Based Values Dividend ETF (IBDV) are rooted in an actively managed strategy that focuses on investing in equity securities of both international and domestic companies. IBDV aims to outperform the MSCI World Index and employs a Christian values overlay, filtering out companies engaged in activities conflicting with biblical teachings. With a portfolio typically consisting of 60 to 80 portfolio companies, IBDV seeks to provide investors with exposure to global equities while adhering to specific ethical guidelines.For more in-depth analysis of IBDV's exposure and to discover its sectoral, regional, and thematic allocation, you can use the ETF Insider web app. This tool offers comprehensive data and visualizations, including overlap and correlation insights, helping you make informed investment decisions in alignment with your values and financial goals.
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