iShares iBoxx $ Investment Grade Corporate Bond ETF LQD

Morningstar Medalist Rating

Morningstar’s Analysis LQD

Will LQD outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

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Portfolio Holdings LQD

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings1.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

0.49163M
Cash and Equivalents

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

0.1859M
Corporate

Space Exploration Technologies Corp. 5.35%

0.1858M
Corporate

CVS Health Corp 5.05%

0.1653M
Corporate

Skydance 144A 7.05%

0.1652M
Corporate

Amazon.com, Inc. 4.875%

0.1447M
Corporate

T-Mobile USA, Inc. 3.875%

0.1446M
Corporate

Goldman Sachs Group, Inc. 6.75%

0.1446M
Corporate

Pfizer Investment Enterprises Pte Ltd. 5.3%

0.1344M
Corporate

Meta Platforms Inc 4.875%

0.1344M
Corporate

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