Ishares Iboxx Investment Etf Profile

LQD Etf  USD 108.92  0.10  0.09%   

Performance

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IShares IBoxx is trading at 108.92 as of the 29th of March 2024, a -0.09% down since the beginning of the trading day. The etf's lowest day price was 108.8. 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 9th of May 2022 and ending today, the 29th of March 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

  0.91IGIB IShares 5-10 Year Sell-off TrendPairCorr
  0.96USIG IShares Broad USDPairCorr
  0.76SPIB SPDR Barclays Interm Sell-off TrendPairCorr
  0.98SUSC IShares ESG USDPairCorr
  0.99QLTA IShares Aaa -PairCorr
  0.97CORP PIMCO Investment GradePairCorr

Moving against IShares Etf

  0.52FNGU MicroSectors FANG IndexPairCorr
  0.52FNGG Direxion Daily SelectPairCorr

IShares Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares IBoxx's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares IBoxx or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic Ideas
(View all Themes)
Business ConcentrationBaby Boomer Prospects, Investment Grade ETFs, Corporate ETFs, Corporate Bond, iShares (View all Sectors)
IssueriShares
Inception Date2002-07-22
BenchmarkMarkit iBoxx USD Liquid Investment Grade Index
Entity TypeRegulated Investment Company
Asset Under Management32.55 Billion
Average Trading Valume29.83 Million
Asset TypeFixed Income
CategoryCorporate
FocusInvestment Grade
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorBlackRock Fund Advisors
CustodianState Street Bank and Trust Company
DistributorBlackRock Investments, LLC
Portfolio ManagerJames Mauro, Scott Radell
Transfer AgentState Street Bank and Trust Company
Fiscal Year End28-Feb
ExchangeNYSE Arca, Inc.
Number of Constituents2,768
Market MakerJane Street
Total Expense0.14
Management Fee0.14
Country NameUSA
Returns Y T D(0.78)
NameiShares iBoxx Investment Grade Corporate Bond ETF
Currency CodeUSD
Open FigiBBG000BBV9N3
In Threey Volatility11.17
1y Volatility11.3
200 Day M A106.15
50 Day M A108.47
CodeLQD
Updated At28th of March 2024
Currency NameUS 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 Baby Boomer Prospects. IShares IBoxx Investment now have 31.55 B in assets. , while the total return for the last 3 years was -2.4%.
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 Target Price Odds Analysis

What are IShares IBoxx's target price odds to finish over the current price? Based on a normal probability distribution, the odds of IShares IBoxx jumping above the current price in 90 days from now is about 26.16%. The IShares IBoxx Investment probability density function shows the probability of IShares IBoxx etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon IShares IBoxx has a beta of 0.4337. This indicates as returns on the market go up, IShares IBoxx average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding IShares IBoxx Investment will be expected to be much smaller as well. Additionally, iShares IBoxx Investment has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 108.92HorizonTargetOdds Above 108.92
72.75%90 days
 108.92 
26.16%
Based on a normal probability distribution, the odds of IShares IBoxx to move above the current price in 90 days from now is about 26.16 (This IShares IBoxx Investment probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .

IShares IBoxx Top Holders

LPVIXBlackrock Lifepath DynamicMutual FundTarget-Date 2055
LPVAXBlackrock Lifepath DynamicMutual FundTarget-Date 2055
LWACXWestern Asset EMutual FundIntermediate Core Bond
MDLOXBlackrock Gbl AllocMutual FundWorld Allocation
GIXFXGuidepath Flexible IncomeMutual FundTactical Allocation
LQDWIShares Trust EtfCorporate Bond
LQDIIShares Inflation HedgedEtfCorporate Bond
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IShares IBoxx Investment Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares IBoxx market risk premium is the additional return an investor will receive from holding IShares IBoxx long position in a well-diversified portfolio. 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. Although IShares IBoxx's alpha and beta are two of the key measurements used to evaluate IShares IBoxx's performance over the market, the standard measures of volatility play an important role as well.

IShares IBoxx Against Markets

Picking the right benchmark for IShares IBoxx etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares IBoxx etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares IBoxx is critical whether you are bullish or bearish towards IShares IBoxx Investment at a given time. Please also check how IShares IBoxx's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in IShares IBoxx without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy IShares Etf?

Before investing in IShares IBoxx, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares IBoxx. To buy IShares IBoxx etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares IBoxx. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase IShares IBoxx etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located IShares IBoxx Investment etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased IShares IBoxx Investment etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as IShares IBoxx Investment, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares IBoxx guide.

Already Invested in IShares IBoxx Investment?

The danger of trading IShares IBoxx Investment is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares IBoxx is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares IBoxx. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile IShares IBoxx Investment is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether IShares IBoxx Investment is a strong investment it is important to analyze IShares IBoxx's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares IBoxx's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:
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 tightly coupled with the direction of predictive economic indicators such as signals in producer price index.
You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

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When running IShares IBoxx's price analysis, check to measure IShares IBoxx's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy IShares IBoxx is operating at the current time. Most of IShares IBoxx's value examination focuses on studying past and present price action to predict the probability of IShares IBoxx's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move IShares IBoxx's price. Additionally, you may evaluate how the addition of IShares IBoxx to your portfolios can decrease your overall portfolio volatility.
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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.