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BlackRock Short Duration Bond ETF NEAR

Medalist Rating as of | See BlackRock Investment Hub

Morningstar’s Analysis NEAR

Will NEAR outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

BlackRock Short Duration Bond ETF recently changed its Morningstar Category.

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Morningstar Manager Research

Summary

The Morningstar Category is the peer group used to determine an investment's relative merits. In this case, the move has resulted in this strategy's Morningstar Medalist Rating being upgraded to Silver from Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers. The strategy changed its peer group in May, moving from the Ultrashort Bond category to the Short-Term Bond Morningstar Category.

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Portfolio Holdings NEAR

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 122.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fed Fund 30 Day Aug 24

67.40 2.0 Bil
Government

Us 2Yr Note Sep 24

32.30 951.7 Mil
Government

United States Treasury Notes 4.625%

15.70 462.5 Mil
Government

United States Treasury Notes 4.625%

4.18 123.0 Mil
Government

United States Treasury Notes 4.5%

4.11 121.2 Mil
Government

EUR/USD Purchased

3.27 96.3 Mil
Derivative

United States Treasury Notes 4.25%

3.11 91.6 Mil
Government

United States Treasury Notes 4%

2.89 85.1 Mil
Government

United States Treasury Notes 4.125%

2.88 84.9 Mil
Government

United States Treasury Notes 4.625%

1.92 56.5 Mil
Government