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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 lowest 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

2.10 700,000
Cash and Equivalents

Ford Motor Credit Company LLC 7.12%

0.67 224,628
Corporate

Nomura Holdings Inc. 1.85%

0.57 191,066
Corporate

Aercap Ireland Capital DAC 6.15%

0.55 183,015
Corporate

Deutsche Bank AG New York Branch 7.15%

0.48 160,972
Corporate

Deutsche Bank AG New York Branch 6.12%

0.46 152,525
Corporate

Aercap Ireland Capital DAC 1.65%

0.44 147,862
Corporate

Crown Castle Inc. 3.8%

0.42 141,293
Corporate

AT&T Inc 2.3%

0.41 138,075
Corporate

Verizon Communications Inc. 1.45%

0.41 137,621
Corporate