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Upturn AI SWOT - About
iShares Aaa - A Rated Corporate Bond ETF (QLTA)
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Upturn Advisory Summary
08/14/2025: QLTA (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 4.37% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.18 | 52 Weeks Range 44.84 - 47.96 | Updated Date 06/29/2025 |
52 Weeks Range 44.84 - 47.96 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Aaa - A Rated Corporate Bond ETF
ETF Overview
Overview
The iShares Aaa - A Rated Corporate Bond ETF (QLTA) seeks to track the investment results of an index composed of U.S. dollar-denominated corporate bonds that are rated Aaa to A.
Reputation and Reliability
BlackRock is a reputable and reliable issuer with extensive experience in managing ETFs.
Management Expertise
BlackRock's management team has considerable expertise in fixed income investments and ETF management.
Investment Objective
Goal
The ETF aims to provide investment results that correspond to the price and yield performance of the ICE BofA US Corporate Aaa-A Index.
Investment Approach and Strategy
Strategy: The ETF tracks the ICE BofA US Corporate Aaa-A Index, a market-weighted index designed to track the performance of U.S. dollar-denominated investment grade corporate bonds rated Aaa to A.
Composition The ETF holds a diversified portfolio of Aaa to A rated U.S. dollar-denominated corporate bonds.
Market Position
Market Share: QLTA's market share within the Aaa-A rated corporate bond ETF segment is relatively small compared to broader investment-grade corporate bond ETFs.
Total Net Assets (AUM): 103789392
Competitors
Key Competitors
- LQD
- VCSH
- SCHH
Competitive Landscape
The ETF industry is highly competitive, with many issuers offering similar products. QLTA competes with larger, more established ETFs that have lower expense ratios and higher trading volumes. A disadvantage is its niche focus on Aaa-A rated bonds, which may limit diversification and liquidity.
Financial Performance
Historical Performance: Historical performance data unavailable directly, requires querying specific financial databases. Past performance is not indicative of future results.
Benchmark Comparison: Benchmark comparison requires access to historical index data and ETF returns.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The average trading volume for QLTA is moderate, which may impact the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread for QLTA can vary depending on market conditions and trading volume.
Market Dynamics
Market Environment Factors
Economic conditions, interest rate movements, and credit spreads all impact the performance of QLTA.
Growth Trajectory
Growth trends in QLTA will depend on demand for Aaa-A rated corporate bond exposure and investor sentiment toward fixed income investments.
Moat and Competitive Advantages
Competitive Edge
QLTA's advantage lies in its focused exposure to Aaa-A rated corporate bonds, offering a potentially lower-risk investment-grade option. This can be beneficial in times of economic uncertainty or when investors prioritize capital preservation. However, this focus also limits diversification compared to broader corporate bond ETFs. Investors seeking higher yield may find this fund less attractive.
Risk Analysis
Volatility
The volatility of QLTA is expected to be moderate, consistent with investment-grade corporate bonds.
Market Risk
Market risk includes interest rate risk (rising rates can decrease bond values) and credit risk (risk that issuers may default on payments).
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse individual or institution seeking stable income and capital preservation through investment-grade corporate bonds.
Market Risk
QLTA is best suited for long-term investors seeking a conservative fixed income investment.
Summary
QLTA offers targeted exposure to Aaa-A rated corporate bonds, appealing to risk-averse investors seeking stability. Its low expense ratio makes it a cost-effective option for accessing this segment of the fixed income market. However, its niche focus may limit diversification, and its performance is subject to interest rate and credit risk. Investors should carefully consider their risk tolerance and investment goals before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- ICE Data Indices, LLC
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Consult with a qualified financial advisor before making any investment decisions. Market share data is estimated and may vary.
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 Aaa - A Rated 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 the fund will invest at least 90% of its assets in fixed income securities of the types included in the underlying index that BFA believes will help the fund track the underlying index. The underlying index is a subset of the Bloomberg U.S. Corporate Index, which measures the performance of the Aaa - A rated range of the fixed-rate, U.S. dollar-denominated taxable, 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.