The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
iShares 1-3 Year Treasury Bond ETF SHY
Morningstar’s Analysis SHY
Will SHY 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 32.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
United States Treasury Notes 4.5% | 5.35 | 1.3 Bil | Government |
United States Treasury Notes 4% | 4.95 | 1.2 Bil | Government |
United States Treasury Notes 4% | 3.63 | 887.7 Mil | Government |
United States Treasury Notes 0.25% | 3.28 | 802.9 Mil | Government |
United States Treasury Notes 3.875% | 3.26 | 798.1 Mil | Government |
United States Treasury Notes 4.25% | 2.62 | 639.6 Mil | Government |
United States Treasury Notes 0.75% | 2.45 | 600.0 Mil | Government |
United States Treasury Notes 4.625% | 2.37 | 579.7 Mil | Government |
United States Treasury Notes 4% | 2.35 | 575.1 Mil | Government |
United States Treasury Notes 4.25% | 2.22 | 543.3 Mil | Government |