iShares Barclays TIPS Bond Fund 529 Portfolio (IBTAX)
| Fund Assets | n/a |
| Expense Ratio | 0.04% |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 12.51 |
| YTD Return | 1.13% |
| 1-Year Return | 5.76% |
| 5-Year Return | 4.87% |
| 52-Week Low | 11.78 |
| 52-Week High | 12.51 |
| Beta (5Y) | 0.28 |
| Holdings | n/a |
| Inception Date | n/a |
About IBTAX
TIPS Bond ETF 529 Portfolio is an investment portfolio offered through a 529 college savings plan, primarily composed of Treasury Inflation-Protected Securities (TIPS) and related exchange-traded funds. Its principal function is to provide investors with exposure to U.S. government bonds designed to safeguard against inflation, making it particularly suitable for education savings where preserving purchasing power is critical. The portfolio seeks to match the price and yield performance of the Bloomberg US Treasury Inflation-Protected Securities Index, reflecting broad-based performance of inflation-linked U.S. government debt instruments. TIPS Bond ETF 529 Portfolio stands out for its low expense ratio, typically targeting cost efficiency for long-term education investors. The portfolio’s structure fits educational financing goals by offering federal tax advantages, such as tax-deferred growth and tax-free withdrawals for qualified education expenses. As a fixed income-focused 529 investment option, it plays a defensive role in diversified savings strategies, appealing to those looking to manage inflation risk while meeting future tuition and educational costs.
Performance
IBTAX had a total return of 5.76% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.13%.