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Morningstar

iShares Short-Term National Muni Bd ETF SUB

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

Morningstar’s Analysis SUB

Will SUB 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 SUB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SUB 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 SUB’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sensibly constructed option for short-term tax-exempt income.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

IShares Short-Term National Municipal Bond ETF SUB offers a broad portfolio of short-term tax-exempt bonds at an affordable price tag.

by Lan Anh Tran
Rated on Published on

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Portfolio Holdings SUB

More SUB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PENNSYLVANIA ST TPK COMMN TPK REV 3.17%

0.57 50.1 Mil
municipal

NEW YORK ST URBAN DEV CORP REV 5%

0.41 36.1 Mil
municipal

LONG BEACH CALIF UNI SCH DIST 5%

0.38 33.2 Mil
municipal

SANTA MONICA CALIF CMNTY COLLEGE DIST 4%

0.37 32.1 Mil
Cash and Equivalents

TEXAS TRANSN COMMN ST HWY FD REV 5%

0.34 30.0 Mil
municipal

SAN MATEO FOSTER CITY CALIF PUB FING AUTH WASTEWATER REV 5%

0.33 28.4 Mil
municipal

CHICAGO ILL MET WTR RECLAMATION DIST GTR CHICAGO 5%

0.32 28.3 Mil
municipal

CALIFORNIA ST 5%

0.32 27.8 Mil
municipal

PENNSYLVANIA ST 5%

0.32 27.7 Mil
municipal

PENNSYLVANIA ST 5%

0.31 27.3 Mil
municipal