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Morningstar

iShares BBB Rated Corporate Bond ETF LQDB

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

Morningstar’s Analysis LQDB

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

People Pillar

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

A sound investment process and strong management team underpin iShares BBB Rated Corporate Bond ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LQDB

More LQDB Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 749
  • Other Holdings 3
  • % Assets in Top 10 Holdings 5.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

4.79
1,200,000
Cash and Equivalents

AbbVie Inc. 2.95%

0.88
221,171
Corporate

Nomura Holdings, Inc. 1.851%

0.74
185,256
Corporate

Barclays PLC 2.667%

0.64
160,398
Corporate

Deutsche Bank AG New York Branch 6.119%

0.60
151,292
Corporate

Aercap Ireland Capital DAC 1.65%

0.56
141,168
Corporate

Verizon Communications Inc. 1.45%

0.54
135,473
Corporate

Crown Castle Inc. 3.8%

0.53
133,212
Corporate

Oracle Corporation 2.875%

0.51
127,952
Corporate

Amgen Inc. 2.3%

0.50
125,417
Corporate