The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
iShares iBonds 2028 Term HY & Inc ETF IBHH
Morningstar’s Analysis IBHH
Will IBHH outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 10.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Uniti Group LP/Uniti Fiber Holdings Inc/Uniti Group Finance 2019 Inc/CSL Ca | 1.31 | 1.2 Mil | Corporate |
Tenet Healthcare Corporation 6.13% | 1.17 | 1.0 Mil | Corporate |
CCO Holdings, LLC/ CCO Holdings Capital Corp. 5% | 1.11 | 980,014 | Corporate |
Venture Global LNG Inc. 8.13% | 1.08 | 958,795 | Corporate |
Carnival Corporation 4% | 1.07 | 944,511 | Corporate |
TransDigm, Inc. 6.75% | 1.02 | 897,900 | Corporate |
Carnival Holdings Bermuda Ltd. 10.38% | 0.99 | 879,591 | Corporate |
Organon & Co 4.13% | 0.92 | 817,190 | Corporate |
Sirius Xm Radio Inc 4% | 0.86 | 758,211 | Corporate |
BlackRock Cash Funds Treasury SL Agency | 0.83 | 737,600 | Cash and Equivalents |