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iShares iBoxx $ Invmt Grade Corp Bd ETF LQD

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

Morningstar’s Analysis LQD

Will LQD outperform in 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.

Active bets can be a drawback.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

IShares iBoxx $ Investment Grade Corporate Bond provides a broad, diversified portfolio of liquid investment-grade U.S. corporate bonds at a low fee. However, its high maturity threshold and liquidity screen create active duration bets that might detract from its long-term performance.

by Lan Anh Tran
Rated on Published on

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Portfolio Holdings LQD

More LQD Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 2700
  • Other Holdings 3
  • % Assets in Top 10 Holdings 1.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

0.50
158,890,000
Cash and Equivalents

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

0.26
80,819,508
Corporate

CVS Health Corp 5.05%

0.22
70,850,958
Corporate

Pfizer Investment Enterprises Pte Ltd. 5.3%

0.21
67,812,950
Corporate

Goldman Sachs Group, Inc. 6.75%

0.20
64,498,265
Corporate

T-Mobile USA, Inc. 3.875%

0.19
59,217,353
Corporate

The Boeing Company 5.805%

0.17
53,527,429
Corporate

WarnerMedia Holdings Inc. 5.141%

0.16
50,362,821
Corporate

Deutsche Telekom International Finance B.V. 8.75%

0.15
48,882,853
Corporate

AT&T Inc 3.5%

0.15
48,850,703
Corporate