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September 2026 update

iShares iBonds Dec 2029 Term $ Corp UCITS ETF · IE000QJMYB29 · ID29
Rebalix monthly basket snapshots compared: 6 August 202631 August 2026 (issuer-declared dates; each section states its own)
In brief: 10 holdings added and 2 removed from the basket · 1 weight change beyond ±0.25 points · NAV change over the period +0.1% · costs and key facts unchanged.

The largest sector move is Corporates, down 0.5 percentage points. Among countries, United States falls by 0.3 percentage points. Top-ten concentration decreased by 0.3 percentage points. 10 holdings entered the basket and 2 left.

Declared positions
505
490 → 505 · Δ +15
as of 31 Aug
Top-10 weight
8.4%
8.6 → 8.4% · Δ −0.3 p.p.
concentration
NAV change over the period
+0.1%
in USD · 6 Aug → 31 Aug
Assets at month end
569 mln $
+5.0% in the month
Duration (effective)
2.57 yrs
first reading on record
as of 20 Aug

This page pictures the ETF’s basket, not the index. Because the fund uses optimised replication, portfolio changes reflect how the replication is implemented and do not necessarily coincide with the official index reviews.

Basket

Source: basket file published by the issuer, as of 20 Aug and 31 Aug, compared holding by holding by Rebalix (cash excluded, lines of the same holding merged).

Holdings added (10)

ILLINOIS TOOL WORKS INC0.19%
ADVANCED MICRO DEVICES INC0.15%
MPLX LP0.15%
CENTERPOINT ENERGY INC0.08%
MARTIN MARIETTA MATERIALS INC0.08%
FERGUSON ENTERPRISES INC0.08%
TEVA PHARMACEUTICAL FINANCE NETHER0.05%
QUANTA SERVICES INC.0.04%
and 2 more, each ≤ 0.04%

Holdings removed (2)

TYSON FOODS INC0.16%
BORGWARNER INC0.01%

Holdings compared (excluding cash instruments, lines of the same holding merged): 323 → 331, issuer files of 20 Aug and 31 Aug.

Weight changes beyond ±0.25 points (1)

BANCO BILBAO VIZCAYA ARGENT (FXD)
0.50.8% · +0.28 p.p.

Top 10 holdings — before and after

Source: basket file published by the issuer, as of 6 Aug and 31 Aug; snapshots archived by Rebalix on 7 Aug and 2 Sept.

Weight of each holding in the basket at the two snapshots. Together the top 10 weigh 8.6% → 8.4% (Δ −0.3 p.p.).

ABBVIE INC
1.3%
SALESFORCE INC
1.1%
ORACLE CORPORATION
0.8%
INTERNATIONAL BUSINESS MACHINES CO
0.8%
NVIDIA CORPORATION
0.8%
AMAZON.COM INC
0.8%
FISERV INC
0.7%
AMAZON.COM INC
0.7%
ABBVIE INC
0.7%
CISCO SYSTEMS INC
0.7%
6 Aug31 Augorange line = up, grey = down; “→” with no value = out of the top 20
See the numbers as a table
Holding6 Aug31 Aug
ABBVIE INC1.3%1.3%
SALESFORCE INC1.1%1.1%
ORACLE CORPORATION0.8%0.8%
INTERNATIONAL BUSINESS MACHINES CO0.9%0.8%
NVIDIA CORPORATION0.8%0.8%
AMAZON.COM INC0.8%0.8%
FISERV INC0.8%0.7%
AMAZON.COM INC0.8%0.7%
ABBVIE INC1.3%0.7%
CISCO SYSTEMS INC0.7%0.7%

Sectors and countries

Source: aggregate breakdowns declared by the issuer in the two snapshots (6 Aug and 31 Aug).

Sectors — where the weight moved

Corporates
100.499.9% · 0.52 p.p.

Bars scaled to the change: orange = up, grey = down. Basket percentages at the two snapshots.

Countries — where the weight moved

United States
85.785.4% · 0.29 p.p.
Spain
0.91.2% · +0.29 p.p.
Ireland
1.01.3% · +0.25 p.p.
Canada
3.73.6% · 0.12 p.p.
Netherlands
1.00.9% · 0.09 p.p.

The five countries that moved the most between the two snapshots.

See the numbers as a table
Country6 Aug31 Aug
United States85.7%85.4%
Canada3.7%3.6%
Japan2.9%2.8%
United Kingdom1.8%1.8%
Ireland1.0%1.3%
Spain0.9%1.2%
Australia1.0%0.9%
Netherlands1.0%0.9%
Switzerland0.6%0.6%
Germany0.3%0.3%
Mexico0.3%0.3%
Bermuda0.2%0.2%
Singapore0.2%0.2%
Luxembourg0.2%0.2%
Macau0.1%0.1%
Taiwan0.1%0.1%
Israel0.0%0.1%
1 more countries below 0.05% in both snapshots

Maturities and ratings

Source: issuer factsheet with data as of 20 Aug; preserved in Rebalix’s monthly registry snapshot (2026-09).

Issuer-declared breakdowns, preserved in Rebalix’s monthly registry snapshots (as of 20 August 2026). Labels and order are the issuer document’s.

Maturities

2 - 3 Years
76.1%
3 - 5 Years
23.8%
Cash and Derivatives
0.1%
this month (2026-09)the comparison with the prior month starts with the next snapshot

Rating — average A- (media ponderata dal breakdown)

AAA
0.3%
AA
11.4%
A
38.9%
BBB
49.3%
Cash and/or Derivatives
0.1%
this month (2026-09)the comparison with the prior month starts with the next snapshot

NAV and assets over the period

Source: daily NAV series published by the issuer.

NAV over the period (USD)

113.6113.9113.6
6 Aug31 Aug

113.53 → 113.6: +0.1% from 6 Aug to 31 Aug, the last NAV available at each snapshot date.

Assets over the month

550561569
3 Aug31 Aug

542 mln $569 mln $ (issuer’s daily series).

Costs and key facts

Source: issuer KID (costs as of 2 Sept); Rebalix events register.

TER
0.12%
unchanged
Transaction costs (KID)
0.02%
unchanged
Index, name, policy
unchanged
Issuer-declared basket snapshots, compared by Rebalix. Each section states its own dates: the basket comparison uses the issuer file dates; top 10, composition and breakdowns the dates of the two archived snapshots; maturities, ratings and duration the monthly registry snapshots. Weight changes are shown above ±0.25 points (the archive records them from ±0.1). We record the past: nothing on this page is a recommendation.