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LQD ETF — Holdings & Analysis

For informational purposes only. Not financial advice.

Quick Answer

The iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) is a substantial fixed-income ETF with $29.80 billion in assets under management and a competitive expense ratio of 0.14%. Designed to track an index of U.S.

dollar-denominated investment-grade corporate bonds, the fund currently holds 3137 securities. Notably, the provided sector allocation indicates 100% in Cash & Others, with its top holding being the BlackRock Cash Funds Treasury SL Agency at 1.02%, which presents a unique profile for a corporate bond fund.

iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) ETF — Price, Holdings & Analysis

The iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) is a substantial fixed-income ETF with $29.80 billion in assets under management and a competitive expense ratio of 0.14%. Designed to track an index of U.S. dollar-denominated investment-grade corporate bonds, the fund currently holds 3137 securities. Notably, the provided sector allocation indicates 100% in Cash & Others, with its top holding being the BlackRock Cash Funds Treasury SL Agency at 1.02%, which presents a unique profile for a corporate bond fund.

ETF Overview

This exchange-traded fund (ETF) is engineered to closely mirror the financial performance of an underlying index. This benchmark comprises a selection of high-quality corporate bonds, all of which are issued and traded in U.S. dollars.
This exchange-traded fund (ETF) is engineered to closely mirror the financial performance of an underlying index. This benchmark comprises a selection of high-quality corporate bonds, all of which are issued and traded in U.S. dollars. iShares iBoxx $ Investment Grade Corporate Bond ETF provides exposure to the fixed income market. The portfolio is broadly diversified with 3137 holdings.

Risk Metrics

With 3137 holdings, the fund offers broad diversification that mitigates individual security risk. Heavy allocation to Cash & Others (100.0%) means sector-specific downturns could disproportionately affect performance. With a beta of 1.34, this fund is more volatile than the broader market.

Expense Ratio

0.14%

What does LQD hold?

HoldingWeight
BlackRock Cash Funds Treasury SL Agency (XTSLA)1.02%

How Is the Fund Allocated?

SectorWeight
Cash & Others100.0%
CountryWeight
United States87.0%
United Kingdom3.5%
Canada2.4%
Japan1.8%
Other1.2%
Netherlands0.7%
Spain0.7%
Australia0.6%
Singapore0.6%
Ireland0.5%

Dividend Yield

4.68%

Risk Metrics

  • Beta: 1.34

Questions & Answers

What is iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)?

This exchange-traded fund (ETF) is engineered to closely mirror the financial performance of an underlying index. This benchmark comprises a selection of high-quality corporate bonds, all of which are issued and traded in U.S. It holds 3137 securities.

With $29.8B in assets under management, it is one of the larger funds in its category.

What is the expense ratio for LQD?

iShares iBoxx $ Investment Grade Corporate Bond ETF has an expense ratio of 0.14%, which is considered low for fixed income ETFs. This means for every $10,000 invested, annual fees would be approximately $14.

Lower expense ratios generally lead to better long-term returns, all else being equal.

How long has LQD been around?

iShares iBoxx $ Investment Grade Corporate Bond ETF was launched in 2002, making it 24 years old. As one of the longer-running ETFs, it has an extensive performance track record through multiple market cycles. It is managed by IShares.

Does LQD pay dividends?

Yes, iShares iBoxx $ Investment Grade Corporate Bond ETF currently offers a dividend yield of approximately 4.68%. This is a high-yield ETF relative to the broader market. Dividend distributions are typically paid quarterly, though the amount can vary.

What is the current NAV of LQD?

iShares iBoxx $ Investment Grade Corporate Bond ETF has a net asset value (NAV) of approximately $105.48 per share. The NAV represents the per-share value of the fund's underlying assets minus liabilities.

Market price may differ slightly from NAV due to supply and demand dynamics during trading hours.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Data provided for informational purposes only.

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