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iShares iBonds Mar 2020 Corporate ETF – IBDC ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
106.210.00 (0.00%)103.04 - 108.360.0

Market data as of 12:00AM 03/26/15. Quotes are delayed by at least 15 min.

Overview - IBDC

The investment seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds maturing after March 31, 2019 and before April 1, 2020. The fund seeks to meet its investment objective by investing in the securities of one or more underlying funds that themselves seek investment results corresponding to their own underlying indexes and individual securities which satisfy the criteria of the Barclays 2020 Maturity Corporate Index. Components primarily include financials, industrials and utilities companies. It is non-diversified.

Previous Close106.21
Day's Range-- - --
Avg Volume (10 Day)5.7K
Total Assets$52.47M
Expense Ratio0.12%
Yield (Trailing 12 Mo.)2.53%
Fund Inception07/09/2013

Trailing Total Returns - IBDC

as of 02/28/2015
TimeframeIBDCS&P 500Corporate Bond
1 Month-0.50%5.75%-0.71%
3 Month0.96%2.31%1.77%
1 Year3.82%15.51%5.83%
3 Year--18.00%4.54%
5 Year--16.18%7.32%
10 Year--7.99%5.74%
Since Inception5.66%10.71%--

Bond Credit Quality - IBDC

as of 02/28/2015
BB 0.00%
B 0.00%
Below B 0.00%
Not Rated

Top Ten Holdings - IBDC

as of 02/28/2015
CompanyYTD Return% of Assets
Medtronic 144A 2.5%--1.74%
Verizon Comms 144A 2.625%--1.73%
Morgan Stanley 7.3%--1.71%
Bk Amer 2.65%--1.60%
Citigroup 2.55%--1.55%
Cisco Sys 4.45%--1.49%
Apple 2.1%--1.46%
Jpmorgan Chase 2.2%--1.42%
General Elec Cap Corp Mtn Be 6%--1.40%

Valuation & Growth - IBDC

as of 02/28/2015
ValuationIBDCCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - IBDC, 3 Year

Rate Sensitivity
Ratingvs Category
Key:  Lo 

Risk Analysis - IBDC, 3 Year

Standard Deviation--
Sharpe Ratio--

Tax Analysis - IBDC, 3 Year Avg

Pretax Return--
Tax-adjusted Return--
Tax Cost Ratio--
Potential Cap Gains1.27%

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