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Upturn AI SWOT - About
iShares BBB Rated Corporate Bond ETF (LQDB)
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Upturn Advisory Summary
10/24/2025: LQDB (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 10.09% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.15 | 52 Weeks Range 80.98 - 86.46 | Updated Date 06/29/2025 |
52 Weeks Range 80.98 - 86.46 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares BBB Rated Corporate Bond ETF
ETF Overview
Overview
The iShares BBB Rated Corporate Bond ETF (NYSE Arca: LQDB) seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds that are rated BBB. It provides exposure to corporate bonds that are just above the high-yield threshold. The ETF aims to replicate the ICE BofA US BBB Corporate Index.
Reputation and Reliability
BlackRock is one of the world's largest asset managers with a strong reputation and a long track record of managing ETFs.
Management Expertise
BlackRock has a large team of experienced investment professionals managing a wide range of fixed-income ETFs.
Investment Objective
Goal
To track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds that are rated BBB.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all or substantially all of the securities in the underlying index.
Composition The ETF holds primarily BBB-rated U.S. corporate bonds.
Market Position
Market Share: LQDB holds a notable market share within the BBB-rated corporate bond ETF segment.
Total Net Assets (AUM): 207366508
Competitors
Key Competitors
- Vanguard Intermediate-Term Corporate Bond ETF (VCIT)
- SPDR Portfolio Intermediate Term Corporate Bond ETF (ITRM)
- iShares Intermediate-Term Corporate Bond ETF (IGIB)
Competitive Landscape
The BBB-rated corporate bond ETF market is competitive, with several large players. LQDB's advantage lies in its specific focus on BBB-rated bonds. However, competitors like VCIT and ITRM offer broader exposure to the corporate bond market, potentially offering diversification at the cost of purity in credit rating exposure.
Financial Performance
Historical Performance: Past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance should be compared to the ICE BofA US BBB Corporate Index to assess tracking effectiveness.
Expense Ratio: 0.18
Liquidity
Average Trading Volume
The average trading volume is moderately high, indicating relatively good liquidity.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and credit spreads significantly impact LQDB. Higher interest rates may decrease bond values.
Growth Trajectory
Growth depends on investor demand for BBB-rated corporate bond exposure and BlackRock's ability to effectively market the ETF.
Moat and Competitive Advantages
Competitive Edge
LQDB's competitive advantage stems from BlackRock's brand recognition and its focused exposure to BBB-rated corporate bonds. This targeted approach appeals to investors seeking a specific risk-return profile within the investment-grade corporate bond market. The fund's size and liquidity also contribute to its appeal, attracting both institutional and retail investors. BlackRock's expertise in fixed-income management adds to the fund's credibility.
Risk Analysis
Volatility
Volatility is moderate, reflecting the nature of investment-grade corporate bonds. The ETF is less volatile than high-yield bond ETFs, but more volatile than government bond ETFs.
Market Risk
Credit risk and interest rate risk are primary concerns. Downgrades of BBB-rated bonds can negatively impact the ETF's value.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking income and diversification with a moderate risk tolerance. This ETF is suitable for investors who want exposure to corporate bonds but are cautious about high-yield debt.
Market Risk
LQDB is best for long-term investors seeking income or those using it as a component of a diversified fixed-income portfolio.
Summary
The iShares BBB Rated Corporate Bond ETF (LQDB) provides focused exposure to BBB-rated U.S. corporate bonds. Managed by BlackRock, it offers a way to invest in investment-grade corporate debt while accepting slightly more credit risk than higher-rated bonds. The ETF's performance is tied to interest rates and the creditworthiness of its holdings. LQDB suits investors seeking income with a moderate risk tolerance as a piece of a larger portfolio. Considering its focused strategy and the economic outlook is important for making informed decisions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in ETFs involves risk, including the potential loss of principal.
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 BBB Rated Corporate Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its assets in the component securities of the underlying index, and the fund 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 fund is non-diversified.
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