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Morningstar

iShares 20+ Year Treasury Bond ETF TLT

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

Morningstar’s Analysis TLT

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

People Pillar

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

A sound investment process and strong management team underpin iShares 20+ Year Treasury Bond ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TLT

More TLT Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 41
  • Other Holdings 2
  • % Assets in Top 10 Holdings 54.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 1.875%

8.18
3,773,349,350
Government

United States Treasury Bonds 2%

7.34
3,385,846,822
Government

United States Treasury Bonds 1.625%

6.47
2,982,631,690
Government

United States Treasury Bonds 1.875%

5.53
2,549,779,660
Government

United States Treasury Bonds 3%

4.84
2,233,143,035
Government

United States Treasury Bonds 2%

4.55
2,095,993,717
Government

United States Treasury Bonds 4.125%

4.41
2,035,483,097
Government

United States Treasury Bonds 3.125%

4.33
1,997,572,675
Government

United States Treasury Bonds 2.5%

4.29
1,979,803,262
Government

United States Treasury Bonds 2.5%

4.10
1,888,171,561
Government