iShares Short Duration Bond Active ETF
iShares·Tracks (actively managed — no index)·Inception Sep 25, 2013
Composite score
Based on a 0.25% expense ratio.
Based on $5.11B in net assets.
Top-10 holdings represent 33.4% of net assets.
US Aggregate Bond base · ETF wrapper · 4.46% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. Seemethodologyfor formulas, thetracking-qualitypartial-coverage rationale, and the dimensions we deliberatelydon't score(methodology v0.5.1).
Use NEAR in our tools
Tool · Look-through
See what NEAR actually holds, in a portfolio
Add your other funds and weights; every underlying position is summed across the basket.
Tool · Cost
Compare NEAR's fee against another fund
Compounds the 0.25% expense ratio against a peer over decades.
Tool · Overlap
Compare NEAR's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar US Aggregate Bond funds.
Tool · TLH
Find a tax-loss harvesting partner for NEAR
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Where should this fund live across your accounts?
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | United States Treasury | 14.14% |
| 2 | United States Treasury | 4.25% |
| 3 | United States Treasury | 3.73% |
| 4 | United States Treasury | 3.20% |
| 5 | BlackRock Funds III | 2.74% |
| 6 | United States Treasury | 1.60% |
| 7 | United States Treasury | 1.47% |
| 8 | United States Treasury | 1.04% |
| 9 | United States Treasury | 0.78% |
| 10 | CITIGROUP INC | 0.48% |
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Similar ETFs by holdings overlap
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