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iShares iBonds 2029 Term HY & Inc ETF IBHI

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IBHI

Will IBHI 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 2029 Term HY& Inc ETF's Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings IBHI

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 10.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Medline Borrower LP 3.88%

1.50 619,063
Corporate

Tibco Software Inc 6.5%

1.40 577,824
Corporate

Cloud Software Group Inc. 9%

1.36 563,685
Corporate

Venture Global LNG Inc. 9.5%

1.24 514,667
Corporate

AAdvantage Loyalty IP Ltd/ American Airlines Inc 5.75%

1.06 438,754
Corporate

TransDigm, Inc. 6.38%

1.00 415,837
Corporate

Neptune BidCo US Inc. 9.29%

0.89 367,602
Corporate

Medline Borrower LP 5.25%

0.86 355,496
Corporate

Rakuten Group Inc. 9.75%

0.74 305,358
Corporate

Carnival Corporation 6%

0.71 292,836
Corporate