The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
iShares Invm Grd Crp Bd Buywrt Stgy ETF LQDW
Morningstar’s Analysis LQDW
Will LQDW 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 99.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
iShares iBoxx $ Invmt Grade Corp Bd ETF | 99.08 | 165.4 Mil | — |
BlackRock Cash Funds Treasury SL Agency | 1.03 | 1.7 Mil | Cash and Equivalents |
Us Dollar | 0.00 | 1,146 | Cash and Equivalents |
Ishares Lqd Jun24 108 Call | −0.11 | −179,457 | — |