The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
iShares iBonds 2025 Term HY and Inc ETF IBHE
Morningstar’s Analysis IBHE
Will IBHE 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 19.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
BlackRock Cash Funds Treasury SL Agency | 6.51 | 36.2 Mil | Cash and Equivalents |
Bausch Health Companies Inc. 5.5% | 2.96 | 16.5 Mil | Corporate |
Gen Digital Inc 5% | 2.34 | 13.0 Mil | Corporate |
Veritas US Inc / Veritas Bermuda Ltd 7.5% | 2.25 | 12.5 Mil | Corporate |
CrownRock LP 5.63% | 2.23 | 12.4 Mil | Corporate |
Ally Financial Inc. 5.75% | 2.22 | 12.4 Mil | Corporate |
Melco Resorts Finance Limited 4.88% | 2.05 | 11.4 Mil | Corporate |
ZF North America Capital, Inc. 4.75% | 2.04 | 11.4 Mil | Corporate |
Prime Healthcare Services Inc 7.25% | 1.87 | 10.4 Mil | Corporate |
United Wholesale Mortgage LLC 5.5% | 1.69 | 9.4 Mil | Corporate |