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 100.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
iShares iBoxx $ Invmt Grade Corp Bd ETF | 100.24 | 173.7 Mil | — |
Blackrock Cash Funds Treasury Sl Agency Shares | 0.45 | 780,000 | Corporate |
Us Dollar | 0.00 | 560 | Cash and Equivalents |
Ishares Lqd Jun24 108 Call | −0.69 | −1.2 Mil | — |