Fund comparison · from official SEC filings
IBMV vs IBMX: how much do they overlap?
iShares iBonds Dec 2033 Term Muni Bond ETF and iShares iBonds Dec 2035 Term Muni Bond ETF
vs
Shared holdings
Company
IBMV
IBMX
I
IL ILS 5 12.01.2035ILLINOIS ST-B
0.88%
0.45%
M
MCSXXBLCKRCK LIQ FD MUNICSH-INST
0.25%
0.86%
Only in IBMV
N
NY NYSWTR 5 06.15.2033NY ENVRNMNTL FACS-C
2.30%
N
NY NYC 5 04.01.2034NEW YORK-E-SUBSER-E-1
1.79%
V
VT VTS 5 08.15.2033VERMONT ST-B-REF
1.52%
K
KS JOHSCD 5 10.01.2033JOHNSON CO UNIF SD#22
1.52%
C
CA CASFAC 5 12.01.2033CA ST PUBLIC WKS BRD
1.50%
C
CA UNVHGR 5 05.15.2033UNIV OF CALIFORNIA-Q
1.47%
N
NY NYCGEN 5 11.01.2037NYC TRANSITIONAL-E-1
1.32%
M
MI MISFIN 5 10.01.2033MICHIGAN FIN AUTH-A
1.22%
A
AZ PHOGEN 5 07.01.2033PHOENIX CIVIC IMPT
1.21%
I
IN PURHGR 5 07.01.2033PURDUE UNIV T-GG
1.21%
N
NY NYC 5 08.01.2035NEW YORK CITY-A
1.19%
F
FL MIAGEN 5 04.01.2033MIAMI DADE CO-A
1.18%
N
NY TRBTRN 5 11.15.2034TRIBOROUGH BRIDGE-C
1.07%
P
PA PHIUTL 5 06.01.2033PHILADELPHIA-C-REV
1.04%
U
UT INTPWR 5 07.01.2037INTERMOUNTAIN PWR AGY
1.03%
C
CA CASEDU 5 11.01.2033CA EDUCTNL FACS-B-REF
0.92%
O
OH NEOUTL 5 11.15.2033NE OH REGL SWR DT-REF
0.91%
P
PA PAS 5 09.01.2033PENNSYLVANIA CMW
0.91%
V
VA VASFAC 5 08.01.2033VA PUB BLDG AUTH-A
0.91%
K
KY LOUDEV 5 11.01.2033LOUISVILLE CO-A-REF
0.91%
H
HI HON 5 07.01.2033HONOLULU CO & CITY-A
0.91%
C
CA SMCSCD 5 08.01.2037SANTA MONICA-MALIBU-A
0.91%
T
TX AUSUTL 5 11.15.2033AUSTIN-REF
0.91%
M
MA MASWTR 5 02.01.2034MA WTR TRUST-REF
0.91%
M
MN MNS 5 08.01.2034MINNESOTA ST-B
0.91%
Only in IBMX
C
CA CAS 5 10.01.2035CALIFORNIA ST-REF
3.06%
T
TX UNIHGR 5 08.15.2036TX SYS UNIV BRD OF-B
2.55%
M
MA MASDEV 05.15.2055MA ST DEV FIN AGY-A-2
2.34%
O
OH OHS 5 09.15.2036STATE OHIO-B-REF
2.21%
C
CA UNVHGR 5 05.15.2038CA UNIV REGENTS-CB
1.85%
M
MD MDS 5 06.01.2039MARYLAND ST-A
1.83%
C
CA LOSSCD 5 07.01.2039LOS ANGELES-SER QRR
1.60%
T
TX TXS 5 10.01.2036TX TRANSPRTN COMM-REF
1.51%
N
NY MTATRN 5 11.15.2035MET TRANS AUTH-A-REF
1.48%
C
CA CAS 5 09.01.2035CALIFORNIA ST
1.38%
F
FL ORAUTL 5 10.01.2039ORANGE CO
1.37%
C
CT CTSGEN 5 07.01.2036CONNECTICUT ST-A-REF
1.28%
N
NY NYSGEN 5 03.15.2037DASNY-C-REF
1.16%
N
NV CLASCD 5 06.15.2035CLARK CO SCH DT-B-REF
1.16%
W
WI WIS 5 05.01.2038WISCONSIN ST#3
1.15%
N
NY NYCGEN 5 05.01.2037NY TRANSITIONAL FIN-B
1.15%
A
AZ AZSHGR 5 06.01.2038ARIZONA BRD REGENTS-B
1.14%
W
WA WAS 5 08.01.2039WASHINGTON ST-R-2025D
1.14%
C
CA LOSUTL 5 07.01.2035LOS ANG DEPT OF WTR-E
1.12%
H
HI HON 5 07.01.2035HONOLULU CO & CITY-D
1.06%
O
OK OKSTRN 5 01.01.2038OK TPK AUTH-A
1.03%
U
UT DAVSCD 5 06.01.2036DAVIS SD BOE
0.93%
D
DE DES 5 05.01.2038DELAWARE ST
0.93%
N
NJ NJSTRN 5 06.15.2035NJ TRANSPRTN TRUST-AA
0.93%
T
TX SANWTR 5 05.15.2036SAN ANTIONO-C-REF
0.92%
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.