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Morningstar

iShares iBonds 2025 Term HY and Inc ETF IBHE

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

Morningstar’s Analysis IBHE

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

People Pillar

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

A strong management team and sound investment process underpin iShares iBonds 2025 Term HY and Inc 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 IBHE

More IBHE Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 150
  • Other Holdings 3
  • % Assets in Top 10 Holdings 15.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Caesars Entertainment Inc New 6.25%

2.98
8,861,645
Corporate

BlackRock Cash Funds Treasury SL Agency

2.15
6,390,000
Cash and Equivalents

Wesco Distribution, Inc. 7.13%

1.68
4,995,912
Corporate

Bausch Health Companies Inc. 5.5%

1.64
4,867,852
Corporate

Usd Cash

1.54
4,585,503
Cash and Equivalents

Veritas US Inc / Veritas Bermuda Ltd 7.5%

1.52
4,530,172
Corporate

Wynn Las Vegas, LLC/Wynn Las Vegas Capital Corp. 5.5%

1.52
4,523,490
Corporate

OneMain Financial Corporation 6.88%

1.39
4,127,713
Corporate

New Fortress Energy Inc. 6.75%

1.34
3,990,261
Corporate

Aston Martin Capital Holdings Ltd. 10.5%

1.29
3,828,230
Corporate