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 33.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
United States Treasury Notes 4.5% | 5.33 | 1.3 Bil | Government |
United States Treasury Notes 4% | 4.93 | 1.2 Bil | Government |
United States Treasury Notes 4% | 3.62 | 888.6 Mil | Government |
United States Treasury Notes 0.25% | 3.27 | 803.7 Mil | Government |
United States Treasury Notes 3.88% | 3.25 | 798.8 Mil | Government |
United States Treasury Notes 2.75% | 2.77 | 679.4 Mil | Government |
United States Treasury Notes 4.25% | 2.61 | 640.2 Mil | Government |
United States Treasury Notes 2.88% | 2.53 | 621.8 Mil | Government |
United States Treasury Notes 0.75% | 2.45 | 600.6 Mil | Government |
United States Treasury Notes 4.63% | 2.36 | 580.1 Mil | Government |