IBIE – iShares iBonds Oct 2028 Term Tips ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to track the investment results of the ICE 2028 Maturity U.S. Inflation-Linked Treasury composed of inflation-protected U.S. Treasury bonds maturing in 2028. The index consists of inflation-protected public obligations of the U.S. Treasury, commonly known as “TIPS,” that are scheduled to mature between January 1, 2028 and October 15, 2028, inclusive. The fund will invest at least 80% of its assets in the component securities of the underlying index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
IBIE	iShares iBonds Oct 2028 Term TIPS ETF	ETF	Open	—	—	Sep 13, 2023	$266.37M	0.100%	—	—	$157.01M

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