Morningstar

iShares Interest Rate Hedged Corporate Bond ETF LQDH

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

Morningstar’s Analysis LQDH

Will LQDH outperform in the 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 LQDH’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Interest Rate Hedged Corp Bd ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LQDH

More LQDH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash Offset

114.82 693M
—

iShares iBoxx $ Invmt Grade Corp Bd ETF

96.57 583M
—

BlackRock Cash Funds Treasury SL Agency

3.23 20M
Cash and Equivalents

USD CASH

0.20 1M
Cash and Equivalents

SWP: OIS 3.346200 10-SEP-2044 SOF

−0.03 −167,451
—

SWP: OIS 3.611700 02-APR-2054 SOF

−0.03 −171,080
—

SWP: OIS 3.671200 28-MAR-2054 SOF

−0.03 −173,052
—

SWP: OIS 3.786700 20-MAY-2054 SOF

−0.04 −263,456
—

SWP: OIS 3.795700 02-APR-2044 SOF

−0.05 −273,345
—

SWP: OIS 3.925700 26-FEB-2044 SOF

−0.05 −279,457
—

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