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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 least expensive 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 0.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

9.83 45.3 Mil
Cash and Equivalents

DISH DBS Corporation 5.88%

2.55 11.8 Mil
Corporate

Delta Air Lines Inc. 2.9%

2.50 11.5 Mil
Corporate

Global Aircraft Leasing Co Ltd 6.5%

2.48 11.4 Mil
Corporate

Intesa Sanpaolo S.p.A. 5.02%

2.47 11.4 Mil
Cash and Equivalents

MGM China Holdings Ltd. 5.38%

2.42 11.2 Mil
Cash and Equivalents

Telecom Italia S.p.A. 5.3%

2.42 11.2 Mil
Cash and Equivalents

NextEra Energy Operating Partners LP 4.25%

2.41 11.1 Mil
Cash and Equivalents

Universal Entertainment Corp. 8.75%

2.39 11.0 Mil
Corporate

Live Nation Entertainment, Inc. 4.88%

2.35 10.8 Mil
Corporate