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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.

A strong management team and sound investment process underpin iShares iBonds 2028 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 IBHH

More IBHH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

1.47 1.1 Mil
Cash and Equivalents

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

1.22 900,234
Corporate

Tenet Healthcare Corporation 6.13%

1.12 825,907
Corporate

Venture Global LNG Inc. 8.13%

1.07 793,512
Corporate

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

1.05 780,338
Corporate

Carnival Holdings Bermuda Ltd. 10.38%

1.05 773,871
Corporate

Carnival Corporation 4%

1.01 743,835
Corporate

TransDigm, Inc. 6.75%

0.98 724,958
Corporate

NFP Corp. 6.88%

0.91 673,047
Corporate

Organon & Co 4.13%

0.84 624,549
Corporate