The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
iShares 1-3 Year Treasury Bond ETF SHY
Morningstar’s Analysis SHY
Will SHY 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 32.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
United States Treasury Notes 4.5% | 5.24 | 1.3 Bil | Government |
United States Treasury Notes 4% | 4.96 | 1.2 Bil | Government |
United States Treasury Notes 4% | 3.57 | 865.8 Mil | Government |
United States Treasury Notes 0.25% | 3.29 | 798.0 Mil | Government |
United States Treasury Notes 3.88% | 3.27 | 794.2 Mil | Government |
United States Treasury Notes 4.25% | 2.62 | 636.0 Mil | Government |
United States Treasury Notes 0.75% | 2.45 | 595.5 Mil | Government |
United States Treasury Notes 4.63% | 2.38 | 577.0 Mil | Government |
United States Treasury Notes 4% | 2.37 | 574.7 Mil | Government |
United States Treasury Notes 4.25% | 2.24 | 543.3 Mil | Government |