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iShares Short Treasury Bond ETF SHV

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

Morningstar’s Analysis SHV

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

  • People Pillar

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

Low risk, low reward.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

IShares Short Treasury Bond ETF SHV is a low-risk, low-reward portfolio that delivers modest gains when bond markets rise but holds up well when they fall.

by Ryan Jackson
Rated on Published on

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Portfolio Holdings SHV

More SHV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings —
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0%

6.51 1.2 Bil
Government

United States Treasury Bills 0%

6.37 1.2 Bil
Government

United States Treasury Bills 0%

5.68 1.1 Bil
Government

United States Treasury Bills 0%

4.51 844.0 Mil
Government

United States Treasury Bills 0%

4.46 834.5 Mil
Government

United States Treasury Bills 0%

4.42 827.7 Mil
Government

United States Treasury Bills 0%

4.39 820.3 Mil
Government

United States Treasury Bills 0%

3.97 742.2 Mil
Government

United States Treasury Bills 0%

3.88 726.3 Mil
Government

United States Treasury Bills 0%

3.38 631.7 Mil
Government