The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.
iShares iBonds 2029 Term HY & Inc ETF IBHI
Morningstar’s Analysis IBHI
Will IBHI outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 10.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Medline Borrower LP 3.88% | 1.49 | 618,361 | Corporate |
Tibco Software Inc 6.5% | 1.39 | 575,026 | Corporate |
Cloud Software Group Inc. 9% | 1.36 | 563,436 | Corporate |
Venture Global LNG Inc. 9.5% | 1.24 | 514,761 | Corporate |
AAdvantage Loyalty IP Ltd/ American Airlines Inc 5.75% | 1.06 | 438,999 | Corporate |
TransDigm, Inc. 6.38% | 1.00 | 417,004 | Corporate |
Neptune BidCo US Inc. 9.29% | 0.89 | 369,979 | Corporate |
Medline Borrower LP 5.25% | 0.86 | 357,697 | Corporate |
Rakuten Group Inc. 9.75% | 0.74 | 305,032 | Corporate |
Carnival Corporation 6% | 0.70 | 291,818 | Corporate |