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 the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares 1-3 Year Treasury Bond ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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 16.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.875%

2.11 561M
Government

United States Treasury Notes 1.25%

1.99 529M
Government

United States Treasury Notes 3.625%

1.82 485M
Government

United States Treasury Notes 3.5%

1.73 460M
Government

United States Treasury Notes 1.25%

1.62 431M
Government

United States Treasury Notes 4.625%

1.54 409M
Government

United States Treasury Notes 4.5%

1.51 400M
Government

United States Treasury Notes 4.25%

1.49 395M
Government

United States Treasury Notes 4.25%

1.41 375M
Government

United States Treasury Notes 1.25%

1.39 370M
Government

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