Skip to Content
Morningstar

iShares Inflation Hedged Corp Bd ETF LQDI

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

Morningstar’s Analysis LQDI

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares Inflation Hedged Corp Bd ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LQDI

More LQDI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 94.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares iBoxx $ Invmt Grade Corp Bd ETF

94.57 47.5 Mil
—

CASH COLLATERAL USD XCITI

4.44 2.2 Mil
Cash and Equivalents

BlackRock Cash Funds Treasury SL Agency

0.95 480,000
Cash and Equivalents

SWP: IFS 2.565000 02-JUN-2031 Receive

0.54 273,118
Government

SWP: IFS 2.240000 12-JAN-2031 Receive

0.51 257,561
Government

SWP: IFS 2.465500 07-APR-2031 Receive

0.42 209,455
Government

SWP: IFS 2.401000 09-FEB-2031 Receive

0.32 162,747
Government

SWP: IFS 2.614500 07-JAN-2037 Receive

0.32 160,801
Government

SWP: IFS 2.921000 21-OCT-2026 Receive

0.32 158,765
Government

SWP: IFS 1.947500 20-AUG-2050 Receive

0.25 124,444
Government