iShares Barclays TIPS Bond Fund 529 Portfolio (IBTEX)
| 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 | 12.38 |
| YTD Return | 1.23% |
| 1-Year Return | 5.90% |
| 5-Year Return | 5.81% |
| 52-Week Low | 11.65 |
| 52-Week High | 12.39 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About IBTEX
SC Future Scholar Advisor TIPS Bond ETF 529 Portfolio I is a specialized portfolio within a college savings plan, structured as an ETF portfolio designed to provide inflation-protected fixed income exposure. Its primary function is to track the performance, before fees and expenses, of the Bloomberg US Treasury Inflation Protected Securities (TIPS) Index, offering investors a way to preserve purchasing power through investments in U.S. Treasury securities that are indexed to inflation. The portfolio is most notable for its focus on government-issued, inflation-linked bonds, making it particularly relevant for conservative savers aiming to mitigate the erosive effects of inflation over long-term education planning horizons. As part of a 529 college savings program, this portfolio serves as an option for individuals and families seeking tax-advantaged growth while targeting stability and income rather than stock-like appreciation. Its low net expense ratio and adherence to a widely recognized benchmark further enhance its appeal as an efficient, transparent tool for safeguarding college savings. By investing in TIPS, the portfolio helps investors align their savings strategy with the goal of maintaining real value, an important consideration in education funding over time.
Performance
IBTEX had a total return of 5.90% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.26%.