The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
iShares 1-3 Year Treasury Bond ETF SHY
Morningstar’s Analysis SHY
Will SHY 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 33.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
United States Treasury Notes 4.5% | 5.30 | 1.3 Bil | Government |
United States Treasury Notes 4% | 4.91 | 1.2 Bil | Government |
United States Treasury Notes 4% | 3.60 | 892.9 Mil | Government |
United States Treasury Notes 0.25% | 3.25 | 806.4 Mil | Government |
United States Treasury Notes 3.875% | 3.24 | 803.1 Mil | Government |
United States Treasury Notes 2.75% | 2.75 | 680.5 Mil | Government |
United States Treasury Notes 4.25% | 2.65 | 656.5 Mil | Government |
United States Treasury Notes 2.875% | 2.51 | 623.0 Mil | Government |
United States Treasury Notes 0.75% | 2.44 | 604.9 Mil | Government |
United States Treasury Notes 4.625% | 2.35 | 583.7 Mil | Government |