Ishares Iboxx Investment Etf Profile
| LQD Etf | USD 110.55 0.68 0.62% |
Performance0 of 100
| Odds Of DistressLess than 9
|
IShares IBoxx is trading at 110.55 as of the 30th of November 2024, a 0.62 percent increase since the beginning of the trading day. The etf's lowest day price was 110.29. IShares IBoxx has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for iShares iBoxx Investment are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund will invest at least 80 percent of its assets in the component securities of the underlying index, and it will invest at least 90 percent 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. More on iShares iBoxx Investment
Moving together with IShares Etf
| 0.94 | IGIB | iShares 5 10 | PairCorr |
| 1.0 | USIG | iShares Broad USD | PairCorr |
| 0.98 | SPIB | SPDR Barclays Interm | PairCorr |
| 1.0 | SUSC | iShares ESG USD | PairCorr |
| 1.0 | QLTA | iShares Aaa | PairCorr |
Moving against IShares Etf
IShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Corporate ETFs, Investment Grade ETFs, Baby Boomer Prospects, Corporate Bond, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2002-07-22 |
| Benchmark | Markit iBoxx USD Liquid Investment Grade Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 30.24 Billion |
| Average Trading Valume | 23.94 Million |
| Asset Type | Fixed Income |
| Category | Corporate |
| Focus | Investment Grade |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | BlackRock Fund Advisors |
| Custodian | State Street Bank and Trust Company |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | James Mauro, Scott Radell |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 28-Feb |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 2,824 |
| Market Maker | Jane Street |
| Total Expense | 0.14 |
| Management Fee | 0.14 |
| Country Name | USA |
| Returns Y T D | 2.99 |
| Name | iShares iBoxx Investment Grade Corporate Bond ETF |
| Currency Code | USD |
| Open Figi | BBG000BBV9N3 |
| In Threey Volatility | 11.61 |
| 1y Volatility | 10.83 |
| 200 Day M A | 108.86 |
| 50 Day M A | 110.35 |
| Code | LQD |
| Updated At | 30th of November 2024 |
| Currency Name | US Dollar |
iShares iBoxx Investment [LQD] is traded in USA and was established 2002-07-22. The fund is classified under Corporate Bond category within iShares family. The entity is thematically classified as Corporate ETFs. iShares iBoxx Investment now have 31.55 B in assets. , while the total return for the last 3 years was -2.5%.
Check IShares IBoxx Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares iBoxx Investment Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
IShares IBoxx Top Holders
| LPVIX | Blackrock Lifepath Dynamic | Mutual Fund | Target-Date 2055 | |
| LPVAX | Blackrock Lifepath Dynamic | Mutual Fund | Target-Date 2055 | |
| LWACX | Western Asset E | Mutual Fund | Intermediate Core Bond | |
| MDLOX | Blackrock Gbl Alloc | Mutual Fund | World Allocation | |
| GIXFX | Guidepath Flexible Income | Mutual Fund | Tactical Allocation | |
| LQDW | iShares Trust | Etf | Corporate Bond | |
| LQDI | iShares Inflation Hedged | Etf | Corporate Bond | |
| SPDCX | Deutsche Multi Asset Servative | Mutual Fund | Allocation--30% to 50% Equity |
iShares iBoxx Investment Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares IBoxx. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | (0) | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.08) | |||
| Sortino Ratio | (0.31) |
IShares IBoxx Against Markets
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in iShares iBoxx Investment. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in producer price index. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
The market value of iShares iBoxx Investment is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares IBoxx's value that differs from its market value or its book value, called intrinsic value, which is IShares IBoxx's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares IBoxx's market value can be influenced by many factors that don't directly affect IShares IBoxx's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares IBoxx's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares IBoxx is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares IBoxx's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.