IShares iBoxx $ Investment Grade Corporate Bond provides a broad, diversified portfolio of liquid investment-grade U.S. corporate bonds at a low fee. However, its high maturity threshold and liquidity screen create active duration bets that might detract from its long-term performance.
iShares iBoxx $ Invmt Grade Corp Bd ETF LQD
Morningstar’s Analysis LQD
Will LQD outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 1.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
BlackRock Cash Funds Treasury SL Agency | 0.63 | 176.5 Mil | Cash and Equivalents |
Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.9% | 0.26 | 73.3 Mil | Corporate |
CVS Health Corp 5.05% | 0.21 | 58.5 Mil | Corporate |
T-Mobile USA, Inc. 3.875% | 0.21 | 58.0 Mil | Corporate |
Goldman Sachs Group, Inc. 6.75% | 0.18 | 51.2 Mil | Corporate |
Pfizer Investment Enterprises Pte Ltd. 5.3% | 0.17 | 48.2 Mil | Corporate |
WarnerMedia Holdings Inc. 5.141% | 0.16 | 45.1 Mil | Corporate |
AT&T Inc 3.55% | 0.15 | 42.9 Mil | Corporate |
The Boeing Company 5.805% | 0.15 | 42.7 Mil | Corporate |
Wells Fargo & Co. 5.013% | 0.15 | 42.4 Mil | Corporate |