Skip to Content
Morningstar

iShares iBoxx $ Invmt Grade Corp Bd ETF LQD

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

Morningstar’s Analysis LQD

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

  • People Pillar

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

Active bets can be a drawback.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

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.

by Lan Anh Tran
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LQD

More LQD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 1.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

1.28 399.5 Mil
Cash and Equivalents

Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.9%

0.24 75.5 Mil
Corporate

CVS Health Corp 5.05%

0.19 59.8 Mil
Corporate

T-Mobile USA, Inc. 3.875%

0.17 53.1 Mil
Corporate

Goldman Sachs Group, Inc. 6.75%

0.16 50.9 Mil
Corporate

Pfizer Investment Enterprises Pte Ltd. 5.3%

0.16 50.8 Mil
Corporate

Wells Fargo & Co. 5.013%

0.14 45.0 Mil
Corporate

WarnerMedia Holdings Inc. 5.141%

0.14 44.4 Mil
Corporate

AT&T Inc 3.55%

0.14 43.6 Mil
Corporate

Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.7%

0.14 43.4 Mil
Corporate