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iShares Broad USD Invm Grd Corp Bd ETF USIG

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

Morningstar’s Analysis USIG

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

  • People Pillar

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

A solid approach to investment-grade corporate bonds.

Director Bryan Armour

Bryan Armour

Director

Summary

We have qualitatively reviewed this strategy and reaffirmed its Above Average People and Above Average Process Ratings. IShares Broad USD Investment Grade Corporate Bond ETF boasts a well-diversified, market-value-weighted portfolio and a rock-bottom fee. It’s a solid option for US investment-grade corporate bonds. The following text is from Feb. 15, 2023.

by Bryan Armour
Rated on Published on

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Portfolio Holdings USIG

More USIG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 0.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

0.81 86.1 Mil
Cash and Equivalents

Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.9%

0.11 11.5 Mil
Corporate

CVS Health Corp 5.05%

0.08 9.0 Mil
Corporate

T-Mobile USA, Inc. 3.88%

0.08 8.1 Mil
Corporate

Goldman Sachs Group, Inc. 6.75%

0.07 7.6 Mil
Corporate

Bank of America Corp. 3.42%

0.07 7.5 Mil
Corporate

Pfizer Investment Enterprises Pte Ltd. 5.3%

0.07 7.3 Mil
Corporate

WarnerMedia Holdings Inc. 5.14%

0.07 7.1 Mil
Corporate

Bank of America Corp. 1.73%

0.07 7.0 Mil
Corporate

AT&T Inc 3.5%

0.06 6.6 Mil
Corporate