iShares Short Duration Bond Active ETF

iShares U.S. ETF Trust · 1 share class

Actively managed U.S. bond ETF
One fund, 1 share class:NEAR
$4.33B NAV
1,595 positions · as of 2026-04-30 · filed 2026-06-25

Fund classification

Classified from what the fund holds · as of 2026 Q2

iShares Short Duration Bond Active ETF is an actively managed U.S. bond ETF.

Asset class
Bonds
Region
United States
Management
Actively managed
Fund type
ETF
Credit quality
Investment grade
Rate sensitivity
Short duration

Fund profile

As filed in the prospectus · 2026 Q1

The iShares Short Duration Bond Active ETF (the Fund ) seeks total return in excess of the reference benchmark.

Strategy · summarised

The fund is actively managed and seeks to outperform the Bloomberg U.S. 1-3 Year Government/Credit Bond Index by selecting investment-grade fixed-income securities, including corporate and government bonds, agency securities, asset-backed and mortgage-backed securities, and other debt instruments, with an effective duration target of three years or less. Because the fund does not track the index but instead relies on manager selection, its returns may diverge from the benchmark.

Expenses
0.25%one share class
Share classExpense ratio
NEAR0.25%

Portfolio turnover 163.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

102.05%
of net assets
Bonds68.09%
Securitized31.09%
Cash & short-term3.02%
Loans0.00%
Derivatives-0.15%

Look-through blends 1 underlying fund; 0.0% of NAV was not looked through and stays direct-classified.

The outer band is exposure held short — written against the portfolio rather than part of it, which is why it sits outside the ring and why the two are never netted into one figure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Government31.6%
Securitized30.1%
Financials11.5%
Other8.7%
12 smaller18.1%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 429 new253 exited

Largest new: United States Treasury ×4, Chicago Board of Trade, AMAZON.COM INC, Curzon Mortgages PLC, FIDELITY NATL INFO SERV

Largest exited: United States Treasury ×8

Return profile

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

1-year
+4.15%
3-year
+17.97%
5-year
+20.61%
Volatility
1.34%
Worst 3-yr fall
-0.64%
Cumulative return· May 2023 – Apr 2026

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-04-30

Avg coupon
3.85%
Avg maturity
8.83 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.

26%
floating
Fixed rate74.4%
Floating rate25.6%
Maturity ladder

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

<1y10y+
<1y16.7%
1-3y29.9%
3-5y18.4%
5-10y10.4%
10y+24.6%
Flagged holdings
Defaulted: 0.00% · $0.15M · 3 positions
In arrears: none reported
Paid in kind: 0.01% · $0.44M · 1 positions

These three overlap — one holding can be in arrears and paying in kind at once — so they are shown separately and never summed.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

Most of this fund’s sensitivity is to interest rates, with credit spreads carrying nearly as much.

Interest-rate duration
2.12 yr
approx. move per 100bp
Credit-spread duration
2.01 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
Interest rates51%
Credit spreads49%

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.

+2.01
yrs total
Investment grade+1.78 yr
High yield+0.22 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 rate2.12 yr total
3 mo30 yr
3 mo0.04 yr2%
1 yr1.46 yr69%
5 yr0.60 yr28%
10 yr0.03 yr1%
30 yr0.00 yr0%
Credit spread2.01 yr total
3 mo30 yr
3 mo0.42 yr21%
1 yr0.24 yr12%
5 yr1.24 yr62%
10 yr0.03 yr2%
30 yr0.07 yr3%

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+0.04+0.42+0.01$180.6k$3.2k
1 yr+1.46+0.22+0.02$94.8k$10.8k
5 yr+0.60+1.05+0.19$453.2k$81.6k
10 yr+0.03+0.03+0.00$13.6k$493
30 yr+0.00+0.07+0.00$28.3k$869

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

Rate exposure by currency

Duration contribution in years, summing to the fund's 2.12 yr.

USD+2.12 yr
EUR+0.00 yr
GBP-0.00 yr

This is where the fund's rate exposure sits, not its currency risk — most international bond funds hedge the currency back to dollars, and the size of those hedges is not in the filing. Tenors are also summed across curves, so a 5-year JPY point and a 5-year USD point are added together.

Holdings

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

Issuer%NAVValue
United States Treasury0.50% · due 2027-04-3014.14%$611.82M
United States Treasury3.50% · due 2029-01-154.25%$183.85M
United States Treasury1.25% · due 2028-06-303.73%$161.32M
United States Treasury3.50% · due 2029-02-153.20%$138.49M
BlackRock Funds III2.74%$118.47M
United States Treasury1.75% · due 2029-01-311.60%$69.38M
United States Treasury4.38% · due 2028-08-311.47%$63.44M
United States Treasury3.88% · due 2029-04-151.04%$44.95M
United States Treasury1.00% · due 2028-07-310.78%$33.78M
CITIGROUP INC4.64% · due 2028-05-070.48%$20.66M
Showing 10 of 1,595Sign in to see more

Top 10 positions are 33.43% of net assets, top 25 38.76%, across 783 issuers.

See more of this fund's book

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