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Morningstar

iShares 1-3 Year Treasury Bond ETF SHY

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

Morningstar’s Analysis SHY

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

  • People Pillar

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

A strong management team and sound investment process underpin iShares 1-3 Year Treasury Bond ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SHY

More SHY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.5%

5.25 1.3 Bil
Government

United States Treasury Notes 4%

4.98 1.2 Bil
Government

United States Treasury Notes 4%

3.58 856.2 Mil
Government

United States Treasury Notes 3.875%

3.28 785.6 Mil
Government

United States Treasury Notes 4.25%

2.63 629.1 Mil
Government

United States Treasury Notes 0.75%

2.46 588.9 Mil
Government

United States Treasury Notes 4.625%

2.38 570.6 Mil
Government

United States Treasury Notes 4%

2.37 568.1 Mil
Government

United States Treasury Notes 0.25%

2.31 553.6 Mil
Government

United States Treasury Notes 4.25%

2.24 537.1 Mil
Government