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iShares BBB Rated Corporate Bond ETF (LQDB)



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Upturn Advisory Summary
08/14/2025: LQDB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 7.02% | Avg. Invested days 37 | 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 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 (NYSEARCA: IBBB) seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds that are rated BBB by S&P Global Ratings or Baa by Moody's. This ETF provides exposure to the intermediate-term U.S. corporate bond market, focusing specifically on bonds with BBB ratings.
Reputation and Reliability
BlackRock is the world's largest asset manager, known for its strong reputation and reliable ETF offerings.
Management Expertise
BlackRock has extensive expertise in managing fixed-income ETFs, with a dedicated team focused on bond market analysis and portfolio management.
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 representative sampling strategy, meaning it may not hold all of the securities in the underlying index but seeks to hold a portfolio of securities with similar investment characteristics.
Composition The ETF primarily holds U.S. dollar-denominated corporate bonds rated BBB.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 3211200000
Competitors
Key Competitors
- AGGH
- LQD
- VCIT
- VCLT
Competitive Landscape
The corporate bond ETF market is competitive, with several large players. IBBB focuses on BBB-rated bonds, offering a specific risk/reward profile. Competitors like LQD have broader investment grade mandates and VCIT focuses on intermediate-term maturities.
Financial Performance
Historical Performance: Historical performance data is readily available from financial data providers. Please consult resources like Morningstar or Yahoo Finance to obtain this information. Note that past performance is not indicative of future results.
Benchmark Comparison: IBBB's performance should be compared to its underlying index which is the ICE BofA US BBB Corporate Index.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
IBBB exhibits moderate liquidity, generally reflected in its average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity and investor interest.
Market Dynamics
Market Environment Factors
IBBB's performance is influenced by interest rates, credit spreads, and overall economic conditions. Changes in these factors can impact bond valuations.
Growth Trajectory
Growth depends on investor demand for BBB-rated corporate bonds and overall market conditions; changes in fund strategy or holdings are disclosed by iShares.
Moat and Competitive Advantages
Competitive Edge
IBBB benefits from BlackRock's brand recognition and expertise in fixed-income ETFs. Its focus on BBB-rated bonds provides a specific risk/reward profile, attracting investors seeking intermediate risk. The ETF also boasts a low expense ratio compared to some competitors, enhancing its attractiveness. Finally, iShares' vast distribution network facilitates broad accessibility for investors.
Risk Analysis
Volatility
IBBB's volatility is moderate, reflecting the credit risk associated with BBB-rated bonds and the sensitivity to interest rate changes.
Market Risk
The primary risks include credit risk (the risk of default by bond issuers) and interest rate risk (the risk that bond prices will decline as interest rates rise).
Investor Profile
Ideal Investor Profile
IBBB is suitable for investors seeking income and some capital appreciation through exposure to intermediate-term corporate bonds with moderate credit risk.
Market Risk
IBBB is best suited for long-term investors who are comfortable with some credit risk and are seeking to diversify their fixed-income portfolio.
Summary
The iShares BBB Rated Corporate Bond ETF provides targeted exposure to U.S. dollar-denominated, BBB-rated corporate bonds. Managed by BlackRock, it offers a cost-effective way to access this segment of the market. Its performance is influenced by interest rates and credit spreads, making it suitable for investors with a moderate risk tolerance. The ETF's liquidity and relatively low expense ratio further enhance its attractiveness as a core fixed-income holding.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock
- Morningstar
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data was unavailable as of the time of generation and therefore market share values are represented by 0.0. The AI rating is an estimate based on available data and should not be the sole basis of an investment decision.
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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