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iShares iBonds 2026 Term HY & Inc ETF IBHF

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

Morningstar’s Analysis IBHF

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

  • People Pillar

    The People Pillar is our evaluation of the IBHF 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 IBHF’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 2026 Term HY& 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 IBHF

More IBHF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mauser Packaging Solutions Holding Co. 7.875%

1.94 6.8 Mil
Corporate

AAdvantage Loyalty IP Ltd/ American Airlines Inc 5.5%

1.76 6.1 Mil
Corporate

Western Digital Corp. 4.75%

1.71 6.0 Mil
Corporate

DISH DBS Corporation 5.25%

1.62 5.6 Mil
Corporate

Connect Finco SARL/Connect US Finco LLC 6.75%

1.52 5.3 Mil
Corporate

Staples, Inc. 7.5%

1.49 5.2 Mil
Corporate

BlackRock Cash Funds Treasury SL Agency

1.48 5.2 Mil
Cash and Equivalents

Newell Brands Inc. 5.7%

1.48 5.2 Mil
Corporate

United Air Lines, Inc. 4.375%

1.45 5.1 Mil
Corporate

OneMain Financial Corporation 7.125%

1.24 4.3 Mil
Corporate