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Morningstar

iShares Core 5-10 Year USD Bond ETF IMTB

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

Morningstar’s Analysis IMTB

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

People Pillar

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

A strong management team and sound investment process underpin iShares Core 5-10 Year USD Bond ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 IMTB

More IMTB Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 2397
  • Other Holdings 21
  • % Assets in Top 10 Holdings 19.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Instl SL Agency

5.02
7,840,756
Cash and Equivalents

Federal Home Loan Mortgage Corporation 2%

4.26
6,645,280
Securitized

Fnma Pass-Thru I 2.5%

3.28
5,119,580
Securitized

Fnma Pass-Thru I 2.5%

2.21
3,448,854
Securitized

GNMA2 30YR 2021 PRODUCTION

2.14
3,346,915
Securitized

Federal Home Loan Mortgage Corporation 2%

2.04
3,182,745
Securitized

GNMA2 30YR 2021 PRODUCTION

1.32
2,056,171
Securitized

United States Treasury Notes 4.125%

1.30
2,027,948
Government

Federal National Mortgage Association 5%

1.13
1,767,302
Securitized

United States Treasury Notes 2.875%

1.05
1,640,297
Government