iShares Invm Grd Crp Bd Buywrt Stgy 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.
iShares Investment Grade Corporate Bond Buywrite Strategy ETF LQDW
Morningstar’s Analysis LQDW
Will LQDW outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the LQDW 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 LQDW’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 100.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
iShares iBoxx $ Invmt Grade Corp Bd ETF | 100.12 | 272M | — |
Ocean Consulting 3.56 | 0.15 | 420,000 | Corporate |
Us Dollar | 0.00 | 7,817 | Cash and Equivalents |
Ishares Iboxx Usd Investment G Jun26 109 Call | −0.28 | −761,875 | — |
United States