We have qualitatively reviewed this strategy and reaffirmed its Above Average People and Above Average Process Ratings. IShares Broad USD Investment Grade Corporate Bond ETF boasts a well-diversified, market-value-weighted portfolio and a rock-bottom fee. It’s a solid option for US investment-grade corporate bonds. The following text is from Feb. 15, 2023.
iShares Broad USD Invm Grd Corp Bd ETF USIG
Morningstar’s Analysis USIG
Will USIG 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 0.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
BlackRock Cash Funds Treasury SL Agency | 0.66 | 74.1 Mil | Cash and Equivalents |
Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.9% | 0.11 | 12.2 Mil | Corporate |
CVS Health Corp 5.05% | 0.08 | 9.4 Mil | Corporate |
T-Mobile USA, Inc. 3.875% | 0.07 | 8.3 Mil | Corporate |
Pfizer Investment Enterprises Pte Ltd. 5.3% | 0.07 | 8.0 Mil | Corporate |
Goldman Sachs Group, Inc. 6.75% | 0.07 | 8.0 Mil | Corporate |
Bank of America Corp. 3.419% | 0.07 | 7.5 Mil | Corporate |
WarnerMedia Holdings Inc. 5.141% | 0.07 | 7.4 Mil | Corporate |
Bank of America Corp. 1.734% | 0.06 | 7.2 Mil | Corporate |
Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.7% | 0.06 | 7.2 Mil | Corporate |