We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. IShares 1-5 Year Investment Grade Corporate Bond ETF IGSB provides a broadly diversified portfolio of short-term investment-grade U.S. corporate bonds at a low cost. The following text is from Feb. 27, 2023.
iShares 1-5 Year invmt Grd Corp Bd ETF IGSB
Morningstar’s Analysis IGSB
Will IGSB 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 1.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
BlackRock Cash Funds Treasury SL Agency | 1.03 | 218.5 Mil | Cash and Equivalents |
Bank of America Corp. 3.419% | 0.18 | 39.4 Mil | Corporate |
CVS Health Corp 4.3% | 0.18 | 37.9 Mil | Corporate |
Bank of America Corp. 1.734% | 0.16 | 35.1 Mil | Corporate |
The Boeing Company 2.196% | 0.15 | 31.9 Mil | Corporate |
The Cigna Group 4.375% | 0.15 | 31.4 Mil | Corporate |
Verizon Communications Inc. 4.329% | 0.13 | 28.5 Mil | Corporate |
Anheuser-Busch InBev Worldwide Inc. 4.75% | 0.13 | 28.0 Mil | Corporate |
Pfizer Investment Enterprises Pte Ltd. 4.45% | 0.13 | 27.9 Mil | Corporate |
Wells Fargo & Co. 5.574% | 0.13 | 27.4 Mil | Corporate |