IBHM – iShares iBonds 2033 Term HY and Inc ETF – ETF Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks to track the investment results of Bloomberg 2033 Term High Yield and Income Index composed of U.S. dollar-denominated, high yield and other income generating corporate bonds maturing in 2033. The underlying index is composed of U.S. dollar denominated, taxable, fixed-rate, high yield and BBB or equivalently rated corporate bonds scheduled to mature between January 1, 2033 and December 15, 2033, inclusive. The fund will invest at least 80% of its assets in the component instruments of the underlying index. It is non-diversified.

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
IBHM	iShares iBonds 2033 Term High Yield and Income ETF	ETF	Open	—	—	Mar 25, 2026	$19.40M	0.350%	—	—	—

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