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Morningstar

iShares iBonds 2030 Term Hi Yld & IncETF IBHJ

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

Morningstar’s Analysis IBHJ

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares iBonds 2030 Term Hi Yld& IncETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IBHJ

More IBHJ Holdings
  • 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%

2.24 461,109
Corporate

Intelsat Jackson Holdings SA 6.5%

1.88 385,793
Corporate

EMRLD Borrower LP / Emerald Co-Issuer Inc. 6.625%

1.86 381,871
Corporate

Davita Inc 4.625%

1.66 341,140
Corporate

1011778 B.C. Unlimited Liability Company / New Red Finance, Inc. 4%

1.66 340,140
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.75%

1.60 329,037
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.5%

1.43 294,453
Corporate

Minerva Merger Subordinated Inc. 6.5%

1.42 292,047
Corporate

Caesars Entertainment Inc New 7%

1.39 284,718
Corporate

Tenet Healthcare Corporation 6.125%

1.36 280,047
Corporate