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Morningstar

iShares 0-5 Year TIPS Bond ETF STIP

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

Morningstar’s Analysis STIP

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares 0-5 Year TIPS Bond ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings STIP

More STIP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 1.25%

8.47 677.2 Mil
Government

United States Treasury Notes 0.125%

5.76 461.1 Mil
Government

United States Treasury Notes 0.25%

5.32 425.2 Mil
Government

United States Treasury Notes 0.125%

5.27 421.4 Mil
Government

United States Treasury Notes 1.625%

5.18 414.6 Mil
Government

United States Treasury Notes 0.125%

5.02 401.4 Mil
Government

United States Treasury Notes 2.375%

4.93 394.3 Mil
Government

United States Treasury Notes 0.125%

4.85 388.2 Mil
Government

United States Treasury Notes 0.125%

4.79 383.5 Mil
Government

United States Treasury Notes 0.125%

4.78 382.0 Mil
Cash and Equivalents