Advertisement
Skip to Content
Morningstar

iShares 1-3 Year Treasury Bond ETF SHY

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

Morningstar’s Analysis SHY

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

A sound investment process and strong management team underpin iShares 1-3 Year Treasury Bond ETF's Morningstar Medalist Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SHY

More SHY Holdings
  • Current Portfolio Date May 26, 2023
  • Equity Holdings 0
  • Bond Holdings 77
  • Other Holdings 2
  • % Assets in Top 10 Holdings 43.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 1.5%

6.10
1,724,342,605
Government

United States Treasury Notes 0.625%

5.82
1,645,228,775
Government

United States Treasury Notes 4.5%

5.28
1,491,371,972
Government

United States Treasury Notes 4%

4.98
1,408,715,327
Government

United States Treasury Notes 0.25%

4.75
1,341,893,756
Government

United States Treasury Notes 4%

3.65
1,032,618,400
Government

United States Treasury Notes 1.5%

3.64
1,028,325,416
Government

United States Treasury Notes 3.875%

3.28
927,659,706
Government

United States Treasury Notes 2.5%

3.22
910,902,194
Government

United States Treasury Notes 0.25%

3.17
897,169,059
Government