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Morningstar

iShares Interest Rt Hdg U.S. Aggt Bd ETF AGRH

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

Morningstar’s Analysis AGRH

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

  • People Pillar

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

A strong management team and sound investment process underpin iShares Interest Rt Hdg U.S. Aggt Bd ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AGRH

More AGRH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash Collateral Usd Xbnpu

3.86 180,000
Cash and Equivalents

BlackRock Cash Funds Instl SL Agency

3.74 174,339
Cash and Equivalents

BlackRock Cash Funds Treasury SL Agency

0.86 40,004
Cash and Equivalents

United States Treasury Notes 4.5%

0.60 27,723
Government

United States Treasury Notes 0.38%

0.58 27,195
Government

United States Treasury Notes 3.88%

0.54 25,214
Government

United States Treasury Notes 4%

0.47 22,085
Government

United States Treasury Notes 3.38%

0.47 22,067
Government

United States Treasury Notes 2.88%

0.43 20,064
Government

United States Treasury Notes 0.75%

0.42 19,699
Government