iShares Barclays TIPS Bond Fund 529 Portfolio (IBTCX)

Fund Assets	n/a
Expense Ratio	0.038%
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	10.89
YTD Return	-1.54%
1-Year Return	-2.42%
5-Year Return	-4.89%
52-Week Low	10.76
52-Week High	11.24
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About IBTCX

Future Scholar TIPS Bond ETF Portfolio is a specialized mutual fund designed to serve as part of a 529 college savings plan, primarily targeting investors seeking to preserve capital while guarding against inflation. This portfolio invests predominantly in Treasury Inflation-Protected Securities (TIPS), a class of U.S. government bonds specifically structured to adjust their principal value in step with changes in the Consumer Price Index. By focusing on TIPS, the fund helps protect the real value of contributed assets from erosion due to inflation over time. The primary function of the Future Scholar TIPS Bond ETF Portfolio is to offer a conservative fixed-income option within the broader suite of 529 plan investments. Its role is particularly relevant for account holders seeking lower risk and inflation sensitivity as they save for future education expenses. The portfolio's careful construction provides reliable exposure to U.S. Treasury-backed assets, making it a notable component for those emphasizing principal stability in their long-term education savings strategy.

• Stock Exchange: Nasdaq
• Ticker Symbol: IBTCX

Performance

IBTCX had a total return of -2.42% in the past year, including dividends. Since the fund's inception, the average annual return has been 1.46%.

Data Sources: Tiingo and Finnhub

Historical data is provided by Tiingo. Several fund data points are also provided by Finnhub.

Last checked:

Oct 17, 2026

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