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Morningstar

iShares iBonds 2029 Term HY & Inc ETF IBHI

Morningstar Analyst Rating
Quantitative 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.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IBHI’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Summary

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A strong management team and sound investment process underpin iShares iBonds 2029 Term HY & Inc ETF's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IBHI

More IBHI Holdings
  • Current Portfolio Date Mar 24, 2023
  • Equity Holdings 0
  • Bond Holdings 334
  • Other Holdings 1
  • % Assets in Top 10 Holdings 11.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mozart Debt Merger Subordinated Inc. 3.875%

1.89
165,599
Corporate

Tibco Software Inc 6.5%

1.67
145,952
Corporate

AAdvantage Loyalty IP Ltd/ American Airlines Inc 5.75%

1.36
118,602
Corporate

Neptune BidCo US Inc. 9.29%

1.16
101,334
Corporate

Mozart Debt Merger Subordinated Inc. 5.25%

0.99
86,913
Corporate

Altice France S.A 5.125%

0.93
81,464
Corporate

United Air Lines, Inc. 4.625%

0.88
77,115
Corporate

Imola Merger Corp. 4.75%

0.82
71,349
Corporate

Altice Financing S.A. 5.75%

0.77
67,719
Corporate

Altice France S.A 5.5%

0.77
66,867
Corporate