The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
iShares iBonds 2029 Term HY & Inc ETF IBHI
Morningstar’s Analysis IBHI
Will IBHI 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 10.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Medline Borrower LP 3.88% | 1.44 | 722,088 | Corporate |
Tibco Software Inc 6.5% | 1.38 | 689,975 | Corporate |
Cloud Software Group Inc. 9% | 1.31 | 657,866 | Corporate |
Venture Global LNG Inc. 9.5% | 1.21 | 604,829 | Corporate |
AAdvantage Loyalty IP Ltd/ American Airlines Inc 5.75% | 1.00 | 500,148 | Corporate |
TransDigm, Inc. 6.38% | 0.97 | 488,004 | Corporate |
Neptune BidCo US Inc. 9.29% | 0.89 | 443,985 | Corporate |
Medline Borrower LP 5.25% | 0.84 | 419,271 | Corporate |
Staples, Inc. 10.75% | 0.79 | 395,616 | Corporate |
Rakuten Group Inc. 9.75% | 0.73 | 368,194 | Corporate |