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iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH)



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Upturn Advisory Summary
08/14/2025: IGBH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 15.79% | Avg. Invested days 131 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 0.43 | 52 Weeks Range 22.09 - 24.21 | Updated Date 06/29/2025 |
52 Weeks Range 22.09 - 24.21 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
ETF Overview
Overview
The iShares Interest Rate Hedged Long-Term Corporate Bond ETF (LQDH) seeks to mitigate interest rate risk while providing exposure to long-term U.S. dollar-denominated investment-grade corporate bonds. It aims to deliver returns similar to unhedged long-term corporate bonds while neutralizing the impact of interest rate fluctuations.
Reputation and Reliability
BlackRock, the issuer, is a well-established and reputable asset management firm with a long history of successful ETF management.
Management Expertise
BlackRock has a team of experienced portfolio managers and fixed income specialists overseeing the ETF.
Investment Objective
Goal
To provide exposure to long-term U.S. dollar-denominated investment-grade corporate bonds while mitigating interest rate risk.
Investment Approach and Strategy
Strategy: The ETF combines long-term corporate bond exposure with short positions in interest rate swaps to hedge against interest rate movements.
Composition The ETF holds investment-grade corporate bonds with maturities greater than 10 years and uses interest rate swaps to hedge its interest rate exposure.
Market Position
Market Share: LQDH holds a niche position within the interest rate hedged corporate bond ETF market.
Total Net Assets (AUM): 236900000
Competitors
Key Competitors
- ProShares Investment Grade Interest Rate Hedged (IGHG)
- WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD)
Competitive Landscape
The competitive landscape is relatively concentrated, with LQDH holding a significant market share. LQDH's advantage lies in BlackRock's brand recognition and established fixed income expertise. IGHG offers a similar strategy from a different provider. AGZD hedges interest rate risk across the entire US aggregate bond market, not just corporate bonds.
Financial Performance
Historical Performance: The ETF's performance will largely depend on credit spreads and the effectiveness of its hedging strategy. Past performance does not guarantee future results.
Benchmark Comparison: The ETF aims to outperform a comparable unhedged long-term corporate bond index during periods of rising interest rates.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, evidenced by its average trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, inflation expectations, and Federal Reserve policy significantly influence the performance of long-term corporate bonds and interest rate hedging strategies.
Growth Trajectory
The ETF's growth depends on investor demand for interest rate hedging solutions in the fixed income market. Changes in corporate credit quality and spread widening may impact the fund's performance.
Moat and Competitive Advantages
Competitive Edge
LQDH benefits from BlackRock's established reputation, extensive resources, and deep expertise in fixed income investing. The iShares brand is well-recognized among investors, giving LQDH a marketing advantage. The fund's hedging strategy is designed to mitigate interest rate risk, which can be attractive to investors concerned about rising rates. LQDH's focus on long-term corporate bonds provides targeted exposure to this segment of the market.
Risk Analysis
Volatility
The ETF's volatility will depend on both corporate bond market volatility and the effectiveness of the interest rate hedging strategy.
Market Risk
The ETF is subject to credit risk (the risk that issuers will default on their debt obligations) and interest rate risk (although partially hedged, residual interest rate risk may remain).
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking exposure to long-term corporate bonds while mitigating the negative impact of rising interest rates.
Market Risk
This ETF is best for long-term investors seeking to hedge against interest rate risk in their corporate bond portfolios. It can be suitable for both active and passive strategies, depending on the investor's goals.
Summary
The iShares Interest Rate Hedged Long-Term Corporate Bond ETF (LQDH) offers exposure to long-term investment-grade corporate bonds while employing an interest rate hedging strategy. This strategy aims to reduce the impact of rising interest rates on the portfolio. LQDH is managed by BlackRock, a reputable asset manager. It is suitable for investors seeking to reduce interest rate risk in their corporate bond allocation. However, investors should be aware of credit risk and the potential for hedging strategies to be imperfect.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and after consultation with a qualified financial advisor. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Interest Rate Hedged Long-Term Corporate Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in component securities and instruments in the fund"s underlying index and/or bonds included in the underlying index of the underlying fund.

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