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iShares® iBonds® 2027 Term HY & Inc ETF IBHG

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

Morningstar’s Analysis IBHG

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

  • People Pillar

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

A strong management team and sound investment process underpin iShares ® iBonds ® 2027 Term HY& Inc ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IBHG

More IBHG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Directv Financing LLC/Directv Financing Co-Obligor Inc. 5.88%

2.17 2.7 Mil
Corporate

DISH Network Corporation 11.75%

2.09 2.6 Mil
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 5.13%

1.90 2.4 Mil
Corporate

Mauser Packaging Solutions Holding Co. 7.88%

1.68 2.1 Mil
Corporate

Carnival Corporation 5.75%

1.64 2.1 Mil
Corporate

TransDigm, Inc. 5.5%

1.58 2.0 Mil
Corporate

SS&C Technologies, Inc. 5.5%

1.20 1.5 Mil
Corporate

Rakuten Group Inc. 11.25%

1.19 1.5 Mil
Corporate

Clarios Global LP 8.5%

1.18 1.5 Mil
Corporate

Community Health Systems Incorporated 5.63%

1.10 1.4 Mil
Corporate