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BlackRock Short Duration Bond ETF NEAR

Medalist Rating as of | See BlackRock Investment Hub

Morningstar’s Analysis NEAR

Will NEAR outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A sound investment process and strong management team underpin BlackRock Short Duration Bond ETF's Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings NEAR

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 55.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us 2Yr Note Jun 24

36.90 1.1 Bil
Government

United States Treasury Notes 4.625%

15.44 465.9 Mil
Government

United States Treasury Notes 4.25%

6.10 183.9 Mil
Government

United States Treasury Notes 4.625%

4.02 121.3 Mil
Government

EUR/USD Purchased

3.23 97.4 Mil
Derivative

United States Treasury Notes 4%

2.83 85.5 Mil
Government

United States Treasury Notes 4.125%

2.77 83.5 Mil
Government

United States Treasury Notes 1.75%

1.93 58.2 Mil
Government

GBP/USD Purchased

1.86 56.0 Mil
Derivative

BlackRock Cash Funds Treasury SL Agency

1.83 55.1 Mil
Cash and Equivalents