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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%

8.49 682.2 Mil
Government

United States Treasury Notes 0.13%

5.79 464.8 Mil
Government

United States Treasury Notes 0.25%

5.32 427.3 Mil
Government

United States Treasury Notes 0.13%

5.27 423.6 Mil
Government

United States Treasury Notes 1.63%

5.18 416.2 Mil
Government

United States Treasury Notes 0.13%

5.02 403.4 Mil
Government

United States Treasury Notes 2.38%

4.92 395.6 Mil
Government

United States Treasury Notes 0.13%

4.86 390.3 Mil
Government

United States Treasury Notes 0.13%

4.80 385.3 Mil
Government

United States Treasury Notes 0.13%

4.77 383.4 Mil
Cash and Equivalents