iShares Interest Rate Hdg L/T Corp BdETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH
Morningstar’s Analysis IGBH
Will IGBH outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the IGBH 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 IGBH’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 71.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Cash Offset | 100.55 | 196M | — |
iShares 10+ Year Invmt Grd Corp Bd ETF | 91.72 | 178M | — |
BlackRock Cash Funds Treasury SL Agency | 6.63 | 13M | Cash and Equivalents |
CASH COLLATERAL USD XJPM | 1.19 | 2M | Cash and Equivalents |
USD CASH | 0.37 | 711,855 | Cash and Equivalents |
SWP: OIS 4.007200 14-APR-2045 SOF | −0.00 | −9,634 | — |
SWP: OIS 3.396200 27-JUL-2048 SOF | −0.03 | −62,618 | — |
SWP: OIS 3.905200 29-APR-2040 SOF | −0.04 | −77,385 | — |
SWP: OIS 3.281200 27-JUL-2053 SOF | −0.04 | −86,351 | — |
SWP: OIS 3.417700 03-AUG-2053 SOF | −0.05 | −88,581 | — |
United States