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Morningstar

iShares Core Canadian Universe Bond ETF XBB

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

Morningstar’s Analysis XBB

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

  • People Pillar

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

This early trailblazer is still a solid option.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. IShares Core Canadian Universe Bond ETF XBB offers broad market-cap-weighted exposure to the investment-grade Canadian bond market with its well-constructed portfolio and attractive price tag. The following text is from Oct. 4, 2022.

by Lan Anh Tran
Rated on Published on

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Portfolio Holdings XBB

More XBB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Canada (Government of) 4%

1.26 90.3 Mil
Government

Canada (Government of) 1.5%

1.26 89.6 Mil
Government

Canada (Government of) 2%

1.18 84.6 Mil
Government

Canada (Government of) 4%

1.16 82.6 Mil
Government

Canada (Government of) 1.5%

1.14 81.6 Mil
Government

Canada (Government of) 1.25%

1.12 80.1 Mil
Government

Canada (Government of) 4.5%

1.09 77.7 Mil
Government

Canada (Government of) 3%

1.08 77.1 Mil
Government

Canada (Government of) 0.5%

0.98 70.2 Mil
Government

Canada (Government of) 3.25%

0.98 70.1 Mil
Government