The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.
iShares iBonds 2030 Term Hi Yld & IncETF IBHJ
Morningstar’s Analysis IBHJ
Will IBHJ 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 16.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
HUB International Ltd. 7.25% | 2.24 | 464,657 | Corporate |
Intelsat Jackson Holdings SA 6.5% | 1.89 | 392,737 | Corporate |
EMRLD Borrower LP / Emerald Co-Issuer Inc. 6.625% | 1.86 | 385,664 | Corporate |
1011778 B.C. Unlimited Liability Company / New Red Finance, Inc. 4% | 1.66 | 344,678 | Corporate |
Davita Inc 4.625% | 1.66 | 343,110 | Corporate |
CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.75% | 1.61 | 333,802 | Corporate |
CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.5% | 1.43 | 296,882 | Corporate |
Minerva Merger Subordinated Inc. 6.5% | 1.43 | 295,941 | Corporate |
Caesars Entertainment Inc New 7% | 1.38 | 286,314 | Corporate |
Tenet Healthcare Corporation 6.125% | 1.36 | 281,916 | Corporate |