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Morningstar

iShares Inflation Hedged Corp Bd ETF LQDI

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

Morningstar’s Analysis LQDI

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares Inflation Hedged Corp Bd ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LQDI

More LQDI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 95.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares iBoxx $ Invmt Grade Corp Bd ETF

94.84 42.5 Mil
—

CASH COLLATERAL USD XCITI

4.48 2.0 Mil
Cash and Equivalents

BlackRock Cash Funds Treasury SL Agency

1.16 520,000
Cash and Equivalents

SWP: IFS 2.565000 02-JUN-2031 Receive

0.59 264,063
Government

SWP: IFS 2.240000 12-JAN-2031 Receive

0.56 251,355
Government

SWP: IFS 2.465500 07-APR-2031 Receive

0.45 203,367
Government

SWP: IFS 2.401000 09-FEB-2031 Receive

0.35 158,342
Government

SWP: IFS 2.921000 21-OCT-2026 Receive

0.35 155,589
Government

SWP: IFS 2.614500 07-JAN-2037 Receive

0.33 147,476
Government

SWP: IFS 1.947500 20-AUG-2050 Receive

0.27 121,215
Government