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LQDB
Upturn stock ratingUpturn stock rating

iShares BBB Rated Corporate Bond ETF (LQDB)

Upturn stock ratingUpturn stock rating
$86.9
Last Close (24-hour delay)
Profit since last BUY2.89%
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Consider higher Upturn Star rating
BUY since 51 days
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  • SELL Advisory (Loss)​
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*as per simulation
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Upturn Advisory Summary

08/14/2025: LQDB (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 7.02%
Avg. Invested days 37
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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iShares BBB Rated Corporate Bond ETF

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

BlackRock is the world's largest asset manager, known for its strong reputation and reliable ETF offerings.

reliability logo 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

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.