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Morningstar

iShares iBonds 2030 Term Hi Yld & IncETF IBHJ

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

Morningstar’s Analysis IBHJ

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares iBonds 2030 Term Hi Yld& IncETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IBHJ

More IBHJ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HUB International Ltd. 7.25%

2.26 467,127
Corporate

Intelsat Jackson Holdings SA 6.5%

1.87 387,721
Corporate

EMRLD Borrower LP / Emerald Co-Issuer Inc. 6.625%

1.85 381,987
Corporate

1011778 B.C. Unlimited Liability Company / New Red Finance, Inc. 4%

1.68 348,178
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.75%

1.63 336,300
Corporate

Davita Inc 4.625%

1.59 328,769
Corporate

Minerva Merger Subordinated Inc. 6.5%

1.44 298,804
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.5%

1.43 296,136
Corporate

Caesars Entertainment Inc New 7%

1.35 278,385
Corporate

Tenet Healthcare Corporation 6.125%

1.32 273,569
Corporate