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Soundwatch Hedged Equity ETF SHDG

Morningstar Medalist Rating
Medalist Rating as of | See Soundwatch Capital Investment Hub

Morningstar’s Analysis SHDG

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

  • People Pillar

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

Associate Analyst Brendan McCann

Brendan McCann

Associate Analyst

Summary

Best-in-class option for large-cap US stocks. IShares S&P 500 accurately represents the large-cap US stock market, allowing its low fee and efficient portfolio to carve out a long-term edge.

by Brendan McCann
Rated on Published on

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Portfolio Holdings SHDG

More SHDG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 97.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

96.93 156M
—

Put On S&P 500 Sep26

2.71 4M
—

First American Government Obligs X

2.38 4M
Cash and Equivalents

Call On S&P 500 Dec26

0.25 401,354
—

OTHER ASSETS AND LIABILITIES

0.16 263,155
—

US DOLLARS

−0.00 −7,579
Cash and Equivalents

Cash Offset

−0.14 −229,358
—

Put On S&P 500 Dec26

−0.25 −395,136
—

Call On S&P 500 Sep26

−0.94 −2M
—

Put On S&P 500 Sep26

−1.11 −2M
—

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