Morningstar

iShares Short Duration Bond Active ETF NEAR

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

Morningstar’s Analysis NEAR

Will NEAR outperform in the 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 NEAR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Short Duration Bond Active ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings NEAR

More NEAR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.5%

12.19 584M
Government

Dec26 Sfrz6 P @ 96.0625

5.69 273M
Derivative

United States Treasury Notes 3.5%

3.87 185M
Government

United States Treasury Notes 1.25%

3.36 161M
Government

United States Treasury Notes 3.5%

2.91 139M
Government

GBP/USD Purchased

2.48 119M
Derivative

United States Treasury Notes 3.875%

1.87 90M
Government

BlackRock Cash Funds Treasury SL Agency

1.56 75M
Cash and Equivalents

EUR/USD Purchased

1.56 75M
Derivative

United States Treasury Notes 1.75%

1.45 70M
Government

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