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Morningstar

iShares 1-5 Year invmt Grd Corp Bd ETF IGSB

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

Morningstar’s Analysis IGSB

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

  • People Pillar

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

Low-cost exposure to short-term corporate bonds.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

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.

by Lan Anh Tran
Rated on Published on

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Portfolio Holdings IGSB

More IGSB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 1.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CVS Health Corp 4.3%

0.19 39.7 Mil
Corporate

Bank of America Corp. 3.42%

0.19 38.7 Mil
Corporate

Bank of America Corp. 1.73%

0.17 35.2 Mil
Corporate

The Boeing Company 2.2%

0.15 32.0 Mil
Corporate

The Cigna Group 4.38%

0.15 31.3 Mil
Corporate

Bank of America Corp. 5.2%

0.15 30.4 Mil
Corporate

Pfizer Investment Enterprises Pte Ltd. 4.45%

0.15 30.4 Mil
Corporate

Charter Communications Operating, LLC/Charter Communications Operating Capi

0.14 29.1 Mil
Corporate

Verizon Communications Inc. 4.33%

0.14 28.5 Mil
Corporate

Wells Fargo & Co. 5.57%

0.14 28.0 Mil
Corporate