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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 sound investment process and strong management team 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 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 IBHE

More IBHE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

5.87 28.9 Mil
Cash and Equivalents

Veritas US Inc / Veritas Bermuda Ltd 7.5%

2.51 12.4 Mil
Corporate

Bausch Health Companies Inc. 5.5%

2.51 12.3 Mil
Corporate

Wesco Distribution, Inc. 7.13%

2.19 10.8 Mil
Corporate

OneMain Financial Corporation 6.88%

1.97 9.7 Mil
Corporate

CrownRock LP 5.63%

1.83 9.0 Mil
Corporate

Gen Digital Inc 5%

1.75 8.6 Mil
Corporate

ZF North America Capital, Inc. 4.75%

1.73 8.5 Mil
Corporate

Ally Financial Inc. 5.75%

1.64 8.1 Mil
Corporate

Melco Resorts Finance Limited 4.88%

1.62 8.0 Mil
Corporate