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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 Silver.

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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Instl SL Agency

7.89 13.1 Mil
Cash and Equivalents

Fnma Pass-Thru I 2%

1.53 2.6 Mil
Securitized

Fnma Pass-Thru I 2.5%

1.37 2.3 Mil
Securitized

Fnma Pass-Thru I 2%

1.30 2.2 Mil
Securitized

United States Treasury Notes 4.125%

1.21 2.0 Mil
Government

Federal National Mortgage Association 5%

1.13 1.9 Mil
Securitized

United States Treasury Notes 4.5%

1.11 1.8 Mil
Government

Fnma Pass-Thru I 2.5%

1.01 1.7 Mil
Securitized

United States Treasury Notes 2.875%

0.98 1.6 Mil
Government

Fnma Pass-Thru I 2%

0.95 1.6 Mil
Securitized