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iShares iBonds 2029 Term HY & Inc ETF IBHI

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

Morningstar’s Analysis IBHI

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

  • People Pillar

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

A strong management team and sound investment process underpin iShares iBonds 2029 Term HY& Inc ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IBHI

More IBHI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Medline Borrower LP 3.88%

1.43 679,606
Corporate

Tibco Software Inc 6.5%

1.32 624,645
Corporate

Cloud Software Group Inc. 9%

1.32 623,449
Corporate

Venture Global LNG Inc. 9.5%

1.19 563,763
Corporate

AAdvantage Loyalty IP Ltd/ American Airlines Inc 5.75%

1.01 480,232
Corporate

TransDigm, Inc. 6.38%

0.97 460,016
Corporate

Neptune BidCo US Inc. 9.29%

0.86 407,036
Corporate

Medline Borrower LP 5.25%

0.83 392,317
Corporate

Staples, Inc. 10.75%

0.77 364,838
Corporate

Rakuten Group Inc. 9.75%

0.73 346,891
Corporate