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Morningstar

iShares Interest Rate Hdg L/T Corp BdETF IGBH

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IGBH

Will IGBH outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IGBH’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IGBH management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IGBH’s parent organization’s priorities and whether they’re in line with investors’ interests.

Decreased confidence in iShares Interest Rate Hdg L/ T Corp BdETF's prospects relative to its Morningstar Category peers leads to a downgrade in this strategy's Morningstar Medalist Rating to Bronze from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IGBH

More IGBH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares 10+ Year Invmt Grd Corp Bd ETF

91.47 146.7 Mil
—

CASH COLLATERAL USD XJPM

7.09 11.4 Mil
Cash and Equivalents

SWP: OIS 2.044500 07-MAY-2051

2.08 3.3 Mil
—

SWP: OIS 1.949000 10-MAY-2041

1.97 3.2 Mil
—

SWP: OIS 1.754500 17-JUN-2036

1.46 2.3 Mil
—

USD CASH

1.05 1.7 Mil
Cash and Equivalents

SWP: OIS 1.608000 24-AUG-2046

1.00 1.6 Mil
—

SWP: OIS 1.395500 12-NOV-2046

0.47 755,537
—

SWP: OIS 1.442000 10-DEC-2046

0.38 602,847
—

BlackRock Cash Funds Treasury SL Agency

0.37 600,000
Cash and Equivalents