The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
iShares Invm Grd Crp Bd Buywrt Stgy ETF LQDW
Morningstar’s Analysis LQDW
Will LQDW 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 100.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
iShares iBoxx $ Invmt Grade Corp Bd ETF | 101.06 | 169.7 Mil | — |
Ishares Lqd Jun24 108 Call | −0.20 | −333,860 | — |
Us Dollar | −0.86 | −1.4 Mil | Cash and Equivalents |