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iShares® iBonds® 2027 Term HY & Inc ETF IBHG

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IBHG

Will IBHG outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A sound investment process and strong management team underpin iShares ® iBonds ® 2027 Term HY& Inc ETF's Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings IBHG

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 14.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DISH Network Corporation 11.75%

2.13 2.2 Mil
Corporate

Directv Financing LLC/Directv Financing Co-Obligor Inc. 5.875%

1.98 2.0 Mil
Corporate

Carnival Corporation 5.75%

1.82 1.9 Mil
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 5.125%

1.80 1.8 Mil
Corporate

TransDigm, Inc. 5.5%

1.51 1.5 Mil
Corporate

Rakuten Group Inc. 11.25%

1.13 1.2 Mil
Corporate

SS&C Technologies, Inc. 5.5%

1.12 1.2 Mil
Corporate

Clarios Global LP 8.5%

1.08 1.1 Mil
Corporate

Community Health Systems Incorporated 5.625%

1.01 1.0 Mil
Corporate

Caesars Entertainment Inc New 8.125%

0.96 984,625
Corporate