IBTR – iShares iBonds Dec 2036 Term TreasuryETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to track the investment results of ICE 2036 Maturity U.S. Treasury Index composed of U.S. Treasury bonds maturing in 2036. The fund will invest at least 80% of its assets in the component securities of the underlying index, and it will invest at least 90% of its assets in U.S. Treasury securities that BFA believes will help the fund track the underlying index. The underlying index is market value-weighted based on amounts outstanding reduced by amounts held by the Federal Reserve SOMA times price plus accrued interest.

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
IBTR	iShares iBonds Dec 2036 Term Treasury ETF	ETF	Open	—	—	Mar 25, 2026	$116.26M	0.070%	—	—	—

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