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Morningstar

iShares iBonds 2024 Term HY and Inc ETF IBHD

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

Morningstar’s Analysis IBHD

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

People Pillar

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

A sound investment process and strong management team underpin iShares iBonds 2024 Term HY and Inc ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IBHD

More IBHD Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 293
  • Other Holdings 46
  • % Assets in Top 10 Holdings 15.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Las Vegas Sands Corp 3.2%

2.75
12,019,678
Corporate

Icahn Enterprises, L.P. / Icahn Enterprises Finance Corporation 4.75%

2.74
11,979,787
Corporate

Intesa Sanpaolo S.p.A. 5.017%

2.74
11,976,188
Corporate

Telecom Italia S.p.A. 5.303%

2.72
11,892,653
Corporate

Rakuten Group Inc. 10.25%

2.70
11,808,595
Corporate

Delta Air Lines Inc. 2.9%

2.69
11,754,677
Corporate

Global Aircraft Leasing Co Ltd 6.5%

2.68
11,728,356
Corporate

MGM China Holdings Ltd. 5.375%

2.64
11,546,968
Corporate

CSC Holdings, LLC 5.25%

2.64
11,543,347
Corporate

Universal Entertainment Corp. 8.75%

2.57
11,223,738
Corporate