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Morningstar

iShares iBonds 2028 Term HY & Inc ETF IBHH

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

Morningstar’s Analysis IBHH

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

A strong management team and sound investment process underpin iShares iBonds 2028 Term HY & Inc ETF's Morningstar Medalist Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IBHH

More IBHH Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 312
  • Other Holdings 2
  • % Assets in Top 10 Holdings 11.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Uniti Group LP/Uniti Fiber Holdings Inc/Uniti Group Finance 2019 Inc/CSL Ca

1.35
210,407
Corporate

Tenet Healthcare Corporation 6.125%

1.23
191,616
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 5%

1.19
185,121
Corporate

Carnival Holdings Bermuda Ltd. 10.375%

1.16
180,054
Corporate

TransDigm, Inc. 6.75%

1.11
173,376
Corporate

Melco Resorts Finance Limited 5.75%

1.11
172,453
Corporate

Carnival Corporation 4%

1.08
168,301
Corporate

DISH DBS Corporation 5.75%

0.99
154,578
Corporate

Organon & Co 4.125%

0.98
152,002
Corporate

Sirius Xm Radio Inc 4%

0.90
140,732
Corporate