Skip to Content
Morningstar

iShares Interest Rate Hdg L/T Corp BdETF IGBH

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

Morningstar’s Analysis IGBH

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

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.

Strength in iShares Interest Rate Hdg L/ T Corp BdETF's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IGBH

More IGBH Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 62
  • % Assets in Top 10 Holdings 110.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares 10+ Year Invmt Grd Corp Bd ETF

87.20
54,402,543
—

CASH COLLATERAL USD XJPM

6.57
4,100,000
Cash and Equivalents

SWP: OIS 2.044500 07-MAY-2051

6.06
3,777,615
—

SWP: OIS 1.949000 10-MAY-2041

5.92
3,693,698
—

BlackRock Cash Funds Treasury SL Agency

5.74
3,580,000
Cash and Equivalents

SWP: OIS 1.754500 17-JUN-2036

3.81
2,375,548
—

SWP: OIS 1.608000 24-AUG-2046

2.59
1,617,766
—

SWP: OIS 1.395500 12-NOV-2046

1.33
827,880
—

SWP: OIS 1.442000 10-DEC-2046

1.06
662,955
—

SWP: OIS 0.778000 19-OCT-2030

0.84
526,518
—