iShares 10+ Year Investment Grade Corporate Bond ETF (LLQD) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
iShares 10+ Year Investment Grade Corporate Bond ETF (LLQD) trades at $54.10 with AI Score 44/100 (Grade C). iShares 10+ Year Investment Grade Corporate Bond ETF (LLQD) seeks to replicate the performance of the… Market cap: $13.0M, Sector: Financial services.
Price as of Aug 20, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for LLQD: LLQD does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates LLQD against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
LLQD: the 3 scored disciplines are evenly split. Dominant signal: Ray Dalio bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
iShares 10+ Year Investment Grade Corporate Bond ETF (LLQD) Financial Services Profile
iShares 10+ Year Investment Grade Corporate Bond ETF (LLQD) offers exposure to long-term, investment-grade corporate bonds, tracking the Markit iBoxx® USD Liquid Investment Grade Long Index. With a focus on U.S. dollar-denominated debt, LLQD provides investors with a targeted approach to fixed-income investing within the broader financial services sector.
What Is the Investment Thesis for LLQD?
LLQD presents a targeted investment vehicle for those seeking exposure to long-duration, investment-grade corporate bonds. With a market capitalization of $13.0M, the ETF offers a focused approach to fixed-income investing. The primary value driver is its ability to replicate the performance of the Markit iBoxx® USD Liquid Investment Grade Long Index. A potential catalyst is the continued demand for fixed-income assets amid economic uncertainty, driving inflows into long-duration bond ETFs. A potential risk is the sensitivity of long-term bonds to interest rate fluctuations, which could negatively impact the fund's performance if rates rise. Investors should monitor macroeconomic conditions and interest rate trends to assess the suitability of LLQD within their portfolios.
Based on FMP financials and quantitative analysis
LLQD Key Highlights
Tracks the Markit iBoxx® USD Liquid Investment Grade Long Index, providing targeted exposure to long-term investment-grade corporate bonds.
- Invests at least 90% of its assets in the component securities of the underlying index, ensuring close tracking of the benchmark.
- May allocate up to 10% of its assets to futures, options, and swap contracts for efficient portfolio management.
- Offers a non-diversified approach, concentrating on the long-dated segment of the U.S. corporate bond market.
- Provides investors with a tool to express specific views on interest rate movements and credit spreads.
Who Are LLQD's Competitors?
LLQD is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BBSA JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF | $48.27 | +0.04% | $14.6M | 44 |
| ELQD iShares ESG Advanced Investment Grade Corporate Bond ETF | $82.61 | +0.03% | $12.3M | — |
| EVLMC Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares | $99.96 | +0.00% | $12.5M | — |
| GULF WisdomTree Middle East Dividend Fund | $16.34 | +0.80% | $13.1M | — |
| IHYD Invesco Corporate Income Defensive ETF | $25.09 | +0.13% | $12.9M | — |
| IQMM ProShares - GENIUS Money Market ETF | $100.10 | +0.02% | $17.2M | 50 |
| BHV BlackRock Virginia Municipal Bond Trust | $12.51 | -0.71% | $19.9M | 53 |
| CA Xtrackers California Municipal Bond ETF | $24.99 | +0.00% | $21.3M | 49 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are LLQD's Key Strengths?
Targeted exposure to long-duration investment-grade corporate bonds.
- Established tracking methodology based on the Markit iBoxx® USD Liquid Investment Grade Long Index.
- Brand recognition and reputation of iShares as a leading ETF provider.
- Efficient portfolio management using futures, options, and swap contracts.
What Are LLQD's Weaknesses?
Sensitivity to interest rate fluctuations.
- Non-diversified approach, concentrating on a specific segment of the bond market.
- Potential for underperformance relative to broader bond market indices.
- Reliance on the performance of the underlying index.
What Could Drive LLQD Stock Higher?
Demand for fixed-income assets amid economic uncertainty.
- Increasing adoption of ETFs as investment vehicles.
- Potential changes in interest rate policy by the Federal Reserve.
- Strategic partnerships with financial advisors and wealth management firms.
What Are the Key Risks for LLQD?
Rising interest rates negatively impacting bond prices.
- Credit spread widening reducing bond values.
- Increased competition from other bond ETFs.
- Changes in the composition or methodology of the underlying index.
- Unexpected economic downturn affecting corporate bond issuers.
What Are the Growth Opportunities for LLQD?
- Increased Demand for Duration: As investors seek to manage interest rate risk and enhance portfolio yield, the demand for long-duration bond ETFs like LLQD is expected to increase. The market for long-term bond funds is influenced by macroeconomic factors, including inflation expectations and central bank policies. This trend could drive inflows into LLQD, increasing its assets under management (AUM) and overall market presence. Timeline: Ongoing.
- Expansion of Fixed-Income ETF Market: The overall fixed-income ETF market is experiencing substantial growth, driven by the increasing adoption of ETFs as investment vehicles. LLQD stands to benefit from this trend as investors allocate more capital to bond ETFs for diversification and efficient portfolio management. The growth of the fixed-income ETF market is expected to continue, providing LLQD with opportunities to expand its investor base and AUM. Timeline: Ongoing.
- Strategic Partnerships and Distribution Agreements: LLQD can pursue strategic partnerships with financial advisors, wealth management firms, and institutional investors to expand its distribution network. By forging alliances with key players in the financial services industry, LLQD can increase its visibility and reach a broader audience of potential investors. These partnerships can facilitate the integration of LLQD into investment portfolios and drive further AUM growth. Timeline: Ongoing.
- Product Innovation and Expansion: LLQD can explore opportunities to launch new fixed-income ETFs with different maturity profiles, credit quality focuses, or investment strategies. By expanding its product suite, LLQD can cater to a wider range of investor preferences and capture a larger share of the fixed-income ETF market. Product innovation can also involve incorporating ESG (environmental, social, and governance) factors into bond selection criteria to appeal to socially responsible investors. Timeline: Ongoing.
- Technological Advancements in Portfolio Management: LLQD can leverage technological advancements in portfolio management, such as artificial intelligence and machine learning, to enhance its investment strategies and improve fund performance. By utilizing data analytics and algorithmic trading techniques, LLQD can identify attractive investment opportunities, optimize portfolio construction, and manage risk more effectively. These technological advancements can contribute to superior returns and attract more investors to LLQD. Timeline: Ongoing.
What Are LLQD's Competitive Advantages?
- Brand recognition and reputation of iShares as a leading ETF provider.
- Established tracking methodology based on the Markit iBoxx® USD Liquid Investment Grade Long Index.
- Economies of scale in managing a large pool of fixed-income assets.
What Does LLQD Do?
iShares 10+ Year Investment Grade Corporate Bond ETF (LLQD) is designed to provide investors with targeted exposure to the long-dated segment of the U.S. investment-grade corporate bond market. The fund operates by tracking the Markit iBoxx® USD Liquid Investment Grade Long Index, which comprises U.S. dollar-denominated corporate bonds with remaining maturities greater than ten years. Launched to cater to investors seeking duration and yield within the fixed-income space, LLQD invests at least 90% of its assets in the component securities of its underlying index. The ETF may also allocate up to 10% of its assets to futures, options, swap contracts, cash, and cash equivalents, including money market funds, for efficient portfolio management. As a non-diversified fund, LLQD offers a concentrated approach to capturing the performance of long-term investment-grade corporate debt, appealing to investors with specific views on interest rate movements and credit spreads.
What Products and Services Does LLQD Offer?
- Tracks the investment results of the Markit iBoxx® USD Liquid Investment Grade Long Index.
- Invests primarily in U.S. dollar-denominated investment-grade corporate debt.
- Focuses on bonds with remaining maturities greater than ten years.
- Provides exposure to the long-dated segment of the U.S. corporate bond market.
- Offers a non-diversified approach to fixed-income investing.
- Utilizes futures, options, and swap contracts for efficient portfolio management.
How Does LLQD Make Money?
- Generates revenue through management fees charged to investors.
- Fees are based on a percentage of the fund's assets under management (AUM).
- Aims to replicate the performance of the Markit iBoxx® USD Liquid Investment Grade Long Index.
What Industry Does LLQD Operate In?
The asset management industry, particularly in the bond ETF segment, is characterized by increasing demand for specialized fixed-income products. LLQD operates within this context, catering to investors seeking exposure to long-duration investment-grade corporate bonds. The competitive landscape includes other bond ETFs with varying maturity profiles and credit quality focuses. LLQD differentiates itself by specifically targeting the 10+ year maturity segment, appealing to investors with a particular interest rate outlook. The growth of the bond ETF market is driven by factors such as low interest rates, aging demographics, and the increasing adoption of ETFs as investment vehicles.
Who Are LLQD's Key Customers?
- Institutional investors seeking exposure to long-duration corporate bonds.
- Financial advisors allocating fixed-income assets in client portfolios.
- Retail investors looking for targeted bond market exposure.
- Pension funds and insurance companies managing long-term liabilities.
iShares 10+ Year Investment Grade Corporate Bond ETF (LLQD) Valuation Context
Valued at $13.0M, LLQD is classified as a micro-cap stock.
Key Financial Metrics
Return on equity for iShares 10+ Year Investment Grade Corporate Bond ETF stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. LLQD trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
LLQD Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the ETF's long-term growth potential, indicating a positive outlook among key stakeholders.
- Community sentiment has shifted positively, with discussions highlighting the ETF's stability in uncertain economic times, making it attractive for conservative investors.
- Market perception is bolstered by increasing demand for high-quality bonds as interest rates stabilize, which could enhance the ETF's appeal.
- Recent commentary from analysts suggests that the ETF is well-positioned to benefit from a potential economic recovery, attracting more investors seeking safety.
Bear Case
- Some community members express concerns about the potential for rising interest rates, which could negatively impact bond prices and the ETF's performance.
- Recent discussions indicate a cautious sentiment towards corporate bonds, with fears of credit risk in certain sectors dampening enthusiasm for the ETF.
- Analysts have pointed out that inflationary pressures may erode the real returns of long-term bonds, leading to skepticism about the ETF's attractiveness.
- There are worries about the overall market volatility, which could lead to a flight to safety, causing investors to shy away from corporate bonds in favor of treasuries.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
LLQD Latest News
No recent news available for LLQD.
LLQD Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for LLQD.
Price Targets
Wall Street price target analysis for LLQD.
LLQD MoonshotScore
What does this score mean?
The MoonshotScore rates LLQD 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
iShares 10+ Year Investment Grade Corporate Bond ETF Financial Services Stock: Key Questions Answered
What does the AI Score mean for LLQD?
LLQD holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. iShares 10+ Year Investment Grade Corporate Bond ETF (LLQD) seeks to replicate the performance of the Markit iBoxx® USD Liquid Investment Grade Long Index. The fund invests primarily in U.S …
What does iShares 10+ Year Investment Grade Corporate Bond ETF do?
iShares 10+ Year Investment Grade Corporate Bond ETF (LLQD) is designed to track the investment results of the Markit iBoxx® USD Liquid Investment Grade Long Index. The fund invests primarily in U.S. dollar-denominated investment-grade corporate bonds with remaining maturities greater than ten years.
What are the main risks for LLQD?
The main risks for LLQD include interest rate risk, credit risk, and liquidity risk. Interest rate risk refers to the potential for bond prices to decline as interest rates rise. Credit risk is the risk that bond issuers may default on their debt obligations.
How does iShares 10+ Year Investment Grade Corporate Bond ETF make money in financial services?
iShares 10+ Year Investment Grade Corporate Bond ETF generates revenue primarily through management fees charged to investors. These fees are calculated as a percentage of the fund's assets under management (AUM). The fund's profitability is directly linked to its ability to attract and retain investor capital, as well as its efficiency in managing its operating expenses.
What is iShares 10+ Year Investment Grade Corporate Bond ETF's credit quality and risk management approach?
iShares 10+ Year Investment Grade Corporate Bond ETF invests in U.S. dollar-denominated investment-grade corporate debt, implying a focus on bonds with relatively low credit risk. The fund's risk management approach involves tracking the Markit iBoxx® USD Liquid Investment Grade Long Index, which employs specific criteria for bond selection and weighting.
What are the key factors to evaluate for LLQD?
iShares 10+ Year Investment Grade Corporate Bond ETF (LLQD) holds an AI score of 44/100 (low). LLQD presents a targeted investment vehicle for those seeking exposure to long-duration, investment-grade corporate bonds. Not financial advice.
How frequently does LLQD data refresh on this page?
LLQD's price was last updated on Aug 20, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven LLQD's recent stock price performance?
iShares 10+ Year Investment Grade Corporate Bond ETF (LLQD) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Targeted exposure to long-duration investment-grade corporate bonds. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider LLQD overvalued or undervalued right now?
iShares 10+ Year Investment Grade Corporate Bond ETF (LLQD) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for LLQD, limiting insight.