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 32.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
United States Treasury Notes 4.5% | 5.34 | 1.3 Bil | Government |
United States Treasury Notes 4% | 4.95 | 1.2 Bil | Government |
United States Treasury Notes 4% | 3.63 | 893.4 Mil | Government |
United States Treasury Notes 0.25% | 3.28 | 807.8 Mil | Government |
United States Treasury Notes 3.88% | 3.26 | 803.4 Mil | Government |
United States Treasury Notes 4.25% | 2.61 | 643.4 Mil | Government |
United States Treasury Notes 0.75% | 2.45 | 604.4 Mil | Government |
United States Treasury Notes 4.63% | 2.37 | 583.6 Mil | Government |
United States Treasury Notes 4% | 2.36 | 580.1 Mil | Government |
United States Treasury Notes 4.25% | 2.23 | 548.0 Mil | Government |