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Upturn AI SWOT - About
iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
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Upturn Advisory Summary
07/31/2025: LQD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.77% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.44 | 52 Weeks Range 102.19 - 110.35 | Updated Date 06/29/2025 |
52 Weeks Range 102.19 - 110.35 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares iBoxx $ Investment Grade Corporate Bond ETF
ETF Overview
Overview
The iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds. Its primary focus is on providing exposure to the broad investment-grade corporate bond market, offering diversification and relatively stable returns.
Reputation and Reliability
BlackRock is a globally recognized and reputable asset manager with a long track record of managing ETFs.
Management Expertise
BlackRock has a deep bench of investment professionals with extensive experience in fixed income investing.
Investment Objective
Goal
The fund seeks to track the investment results of the Markit iBoxx $ Liquid Investment Grade Index, which measures the performance of the U.S. dollar-denominated investment-grade corporate bond market.
Investment Approach and Strategy
Strategy: The ETF tracks the Markit iBoxx $ Liquid Investment Grade Index.
Composition The ETF holds a diversified portfolio of U.S. dollar-denominated, investment-grade corporate bonds.
Market Position
Market Share: LQD holds a significant market share within the investment-grade corporate bond ETF category.
Total Net Assets (AUM): 32560000000
Competitors
Key Competitors
- Vanguard Total Bond Market ETF (BND)
- Schwab U.S. Aggregate Bond ETF (SCHZ)
- Vanguard Intermediate-Term Corporate Bond ETF (VCIT)
Competitive Landscape
The investment-grade corporate bond ETF market is competitive, with several large players offering similar products. LQD benefits from BlackRock's brand recognition and large AUM, potentially leading to tighter spreads and higher liquidity. However, competitors like BND offer broader diversification and potentially lower expense ratios.
Financial Performance
Historical Performance: Historical performance data is not static and must be pulled from financial data providers. For example, average annual returns over 1, 3, 5, and 10 years.
Benchmark Comparison: Benchmark comparison requires up-to-date data from financial sources. Generally, LQD's performance closely tracks its underlying index.
Expense Ratio: 0.14
Liquidity
Average Trading Volume
LQD exhibits high liquidity, typically demonstrated by a high average daily trading volume.
Bid-Ask Spread
LQD typically has a tight bid-ask spread, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
LQD's performance is influenced by factors such as interest rate movements, credit spreads, and overall economic conditions. Rising interest rates typically negatively impact bond prices, while widening credit spreads reflect increased risk aversion.
Growth Trajectory
LQD's growth is tied to the overall demand for investment-grade corporate bond exposure and the ETF's ability to maintain competitive expense ratios and tracking accuracy. Growth can be influenced by changes in investment strategy or holdings to optimize returns.
Moat and Competitive Advantages
Competitive Edge
LQD benefits from BlackRock's established brand, substantial AUM, and deep expertise in fixed income investing. Its size provides it with superior liquidity and tighter bid-ask spreads, making it an attractive option for institutional and retail investors. LQD's well-defined investment strategy, tracking the widely recognized iBoxx $ Liquid Investment Grade Index, offers transparency and predictability. These factors contribute to LQD's strong position in the investment-grade corporate bond ETF market.
Risk Analysis
Volatility
LQD's volatility is generally lower than that of equity ETFs, but it is still subject to interest rate risk and credit risk.
Market Risk
LQD faces market risk due to fluctuations in interest rates and credit spreads. Rising interest rates can decrease the value of its bond holdings, while widening credit spreads can reflect increased default risk among corporate issuers.
Investor Profile
Ideal Investor Profile
LQD is suitable for investors seeking stable income, diversification within a fixed income portfolio, and relatively low volatility compared to equities. This includes retirees, income-seeking investors, and those looking for a core bond holding.
Market Risk
LQD is best suited for long-term investors seeking passive index exposure to the investment-grade corporate bond market.
Summary
The iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) offers exposure to the U.S. dollar-denominated investment-grade corporate bond market. Managed by BlackRock, it boasts a large AUM and high liquidity, making it a popular choice among investors. Its performance is closely tied to interest rate movements and credit spreads. LQD is suitable for long-term investors seeking income and diversification, but it's still subject to interest rate and credit risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- Bloomberg.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Actual performance may vary. Market share data is estimated and may not be precise.
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 iBoxx $ Investment Grade Corporate Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its assets in the component securities of the underlying index, and it will invest at least 90% of its assets in fixed income securities of the types included in the underlying index that the advisor believes will help the fund track the underlying index. The underlying index is designed to provide a broad representation of the U.S. dollar-denominated liquid investment-grade corporate bond market.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.