iShares Short-Term National Muni Bond ETF

iShares Trust · Series S000023507 · 1 share classes

Bond fund · 95% debt· rate + credit risk filed
One fund, 1 share classes:SUB
$10.88B NAV
2,783 positions · as of 2026-02-28 · filed 2026-04-22
data updated 2026-08-10

Fund profile

As filed in the prospectus · 2026 Q2

The iShares Short-Term National Muni Bond ETF (the Fund ) seeks to track the investment results of an index composed of investment-grade U.S. municipal bonds with remaining maturities between one month and five years.

Strategy · summarised

The fund tracks the ICE Short Maturity AMT-Free US National Municipal Index using representative sampling, holding a sample of investment-grade municipal bonds with maturities between one month and five years that collectively mirrors the index's characteristics. Because the fund may not hold all index constituents, its returns can diverge from the index. The fund maintains a weighted average maturity under three years and invests at least 80% of assets in index components.

Expenses
0.07%one share class
Share classExpense ratio
SUB0.07%

Portfolio turnover 29.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

100.19%
of net assets
Bonds94.95%
Cash & short-term5.23%

Latest quarter

What changed since the fund's previous filing

vs 2025Q4: 420 new191 exited

Largest new: University of California, Connecticut State Health & Educational Facilities Authority, State of Connecticut Special Tax, New York City Transitional Finance Authority Future Tax Secured, City of Seattle, Long Island Power Authority, Texas Transportation Commission, City of New York

Largest exited: New York City Transitional Finance Authority Future Tax Secured, Board of Governors of Colorado State University System, New Jersey Turnpike Authority, University of Pittsburgh-of the Commonwealth System of Higher Education, State of Georgia, Massachusetts School Building Authority, Piedmont Municipal Power Agency, Connecticut State Health & Educational Facilities Authority

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026

1-year
3-year
5-year
Volatility
Worst 3-yr fall
Cumulative return· Mar 2023 – Feb 2026

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-02-28

Avg coupon
4.76%
Avg maturity
3.37 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

2%
floating
Fixed rate94.9%
Zero-coupon or unclassified2.6%
Floating rate2.5%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y19.0%
1-3y38.4%
3-5y36.6%
5-10y1.8%
10y+4.2%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q1

More of this fund’s sensitivity sits in credit spreads than in interest rates — a rate rally that comes with a credit selloff works against it.

Interest-rate duration
1.87 yr
approx. move per 100bp
Credit-spread duration
1.89 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -4.0%
of value
Credit spreads50%
Interest rates50%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+1.89
yrs total
Investment grade+1.88 yr
High yield+0.01 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate1.87 yr total
3 mo5 yr
3 mo0.07 yr4%
1 yr0.60 yr32%
5 yr1.20 yr64%
Credit spread1.89 yr total
3 mo5 yr
3 mo0.04 yr2%
1 yr0.60 yr32%
5 yr1.25 yr66%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo+0.07+0.04+0.00$48.0k$96
1 yr+0.60+0.59+0.00$646.2k$5.2k
5 yr+1.20+1.24+0.00$1.35m$2.1k
10 yr+0.00+0.00+0.00$0$0
30 yr+0.00+0.00+0.00$0$0

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
BlackRock Liquidity Funds1.00%$108.30M
New Jersey Economic Development Authority5.00% · due 2028-03-010.38%$41.74M
County of King0.36%$39.12M
State of California5.00% · due 2029-08-010.29%$31.46M
Empire State Development Corp.5.00% · due 2028-09-150.27%$28.84M
University of California5.00% · due 2030-05-150.26%$28.54M
New Jersey Turnpike Authority5.00% · due 2030-01-010.26%$28.39M
Pennsylvania Turnpike Commission0.26%$27.95M
State of California5.00% · due 2029-04-010.25%$27.42M
State of California5.00% · due 2027-11-010.25%$27.32M
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Top 10 positions are 3.58% of net assets, top 25 6.84%, across 629 issuers.

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