We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. IShares 1-5 Year Investment Grade Corporate Bond ETF IGSB provides a broadly diversified portfolio of short-term investment-grade U.S. corporate bonds at a low cost. The following text is from Feb. 27, 2023.
iShares 1-5 Year invmt Grd Corp Bd ETF IGSB
Morningstar’s Analysis IGSB
Will IGSB 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 1.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
BlackRock Cash Funds Treasury SL Agency | 1.07 | 222.3 Mil | Cash and Equivalents |
CVS Health Corp 4.3% | 0.20 | 40.6 Mil | Corporate |
Bank of America Corp. 3.419% | 0.18 | 38.4 Mil | Corporate |
Bank of America Corp. 1.734% | 0.17 | 34.6 Mil | Corporate |
Bank of America Corp. 5.202% | 0.16 | 32.7 Mil | Corporate |
The Boeing Company 2.196% | 0.15 | 32.2 Mil | Corporate |
The Cigna Group 4.375% | 0.15 | 31.5 Mil | Corporate |
Pfizer Investment Enterprises Pte Ltd. 4.45% | 0.15 | 30.5 Mil | Corporate |
Charter Communications Operating, LLC/Charter Communications Operating Capi | 0.14 | 28.9 Mil | Corporate |
Amgen Inc. 5.15% | 0.14 | 28.6 Mil | Corporate |