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Morningstar

iShares 0-5 Year Invmt Grade Corp Bd ETF SLQD

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

Morningstar’s Analysis SLQD

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

  • People Pillar

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

A strong management team and sound investment process underpin iShares 0-5 Year Invmt Grade Corp Bd ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 SLQD

More SLQD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 1.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

0.72 15.1 Mil
Cash and Equivalents

CVS Health Corp 4.3%

0.22 4.5 Mil
Corporate

Comcast Corporation 4.15%

0.20 4.3 Mil
Corporate

The Boeing Company 2.2%

0.20 4.2 Mil
Corporate

Verizon Communications Inc. 4.33%

0.20 4.1 Mil
Corporate

Bank of America Corp. 3.42%

0.19 4.0 Mil
Corporate

Bank of America Corp. 1.73%

0.18 3.7 Mil
Corporate

Pfizer Investment Enterprises Pte Ltd. 4.45%

0.17 3.6 Mil
Corporate

Amgen Inc. 5.15%

0.17 3.6 Mil
Corporate

Goldman Sachs Group, Inc. 1.95%

0.17 3.6 Mil
Corporate