Morningstar

iShares iBoxx $ Investment Grade Corporate Bond ETF LQD

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

Morningstar’s Analysis LQD

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

  • People Pillar

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

Exclusions are a drawback.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

IShares iBoxx $ Investment Grade Corporate Bond ETF’s relatively high minimum maturity threshold exposes the fund to more interest rate risk than peers and excludes a portion of the corporate bond universe.

by Brendan McCann
Rated on Published on

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Portfolio Holdings LQD

More LQD 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

BlackRock Cash Funds Treasury SL Agency

0.99 272M
Cash and Equivalents

USD CASH

0.33 90M
Cash and Equivalents

Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.9%

0.19 52M
Corporate

T-Mobile USA, Inc. 3.875%

0.17 48M
Corporate

CVS Health Corp 5.05%

0.16 45M
Corporate

Space Exploration Technologies Corp. 5.35%

0.16 44M
Corporate

Meta Platforms Inc 5.25%

0.15 41M
Corporate

Meta Platforms Inc 4.875%

0.15 41M
Corporate

Goldman Sachs Group, Inc. 6.75%

0.15 40M
Corporate

Pfizer Investment Enterprises Pte Ltd. 5.3%

0.14 40M
Corporate

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