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Morningstar

iShares $ Treasury Bd 1-3yr ETF USD Acc IBTA

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

Morningstar’s Analysis IBTA

Will IBTA 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 IBTA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A sound investment process and strong management team underpin iShares$ Treasury Bd 1-3 yr ETF USD Acc's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IBTA

More IBTA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.75%

2.03 208.7 Mil
Government

United States Treasury Notes 3%

1.96 201.4 Mil
Government

United States Treasury Notes 1.5%

1.92 197.6 Mil
Government

United States Treasury Notes 4.25%

1.75 179.6 Mil
Government

United States Treasury Notes 4.625%

1.67 171.3 Mil
Government

United States Treasury Notes 4.25%

1.53 157.2 Mil
Government

United States Treasury Notes 2.25%

1.52 156.2 Mil
Government

United States Treasury Notes 4.5%

1.51 155.0 Mil
Government

United States Treasury Notes 0.75%

1.50 153.8 Mil
Government

United States Treasury Notes 0.375%

1.48 152.3 Mil
Government