iShares LifePath Target Date 2070 ETF (ITDJ US) – Portfolio Construction Methodology

The investment philosophy underlying the actively managed iShares LifePath Target Date 2070 ETF combines broad equity and fixed income exposures via iShares ETFs within a LifePath glide-path that emphasizes growth (higher equity weight) at longer horizons and gradually increases bond allocation as 2070 approaches, continuing to de-risk beyond the target date. The fund typically holds a globally diversified mix spanning developed/emerging equities, core investment-grade bonds, and inflation-aware exposures, implemented through market-cap-weighted underlying ETFs. Consistent with policy, ≥80% of assets are invested in underlying funds; derivatives and cash equivalents may be employed for efficient portfolio management. Allocation bands anchor position sizing, with scheduled and ad-hoc rebalances to address drift and implement glide-path changes. Ongoing management stresses investability, creation/redemption liquidity, and cost control to maintain capacity, with trims/sales guided by band breaches and transition needs.

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