IShares Etf Profile

LQD Etf  USD 110.82  0.04  0.0361%   
Market Performance
15 of 100
Odds Of Distress
Less than 36
IShares IBoxx is trading at 110.82 as of the 27th of January 2023, a -0.04 percent decrease since the beginning of the trading day. The etf's lowest day price was 0.0. IShares IBoxx has about a 36 percent probability of financial distress in the next few years of operation but had a somewhat good performance during 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 28th of December 2022 and ending today, the 27th of January 2023. 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 IBoxx

+0.99IGIBIShares 5-10 Year Sell-off TrendPairCorr
+1.0USIGIShares Broad USD Sell-off TrendPairCorr

Moving against IShares IBoxx

-0.69WEBSDirexion Daily Dow Downward RallyPairCorr
-0.51NRGUMicroSectors US Big Upward RallyPairCorr

IShares IBoxx 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 IdeaBaby Boomer Prospects (view all)
Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of IShares IBoxx's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong BuyUndervalued
Inception Date2002-07-22
BenchmarkiBoxx $ Liquid Investment Grade Index
Entity TypeRegulated Investment Company
Asset Under Management40.36 Billion
Average Trading Valume16.6 Million
Asset TypeFixed Income
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 End31-Mar
ExchangeNYSE Arca, Inc.
Number of Constituents2,580
Market MakerJane Street
Total Expense0.14
Management Fee0.14
Nav Price101.13
Two Hundred Day Average111.55
Average Daily Volume In Three Month20.57M
Trailing Annual Dividend Rate3.6
Fifty Two Week Low98.41
As Of Date25th of October 2022
Trailing Annual Dividend Yield3.37%
Average Daily Volume Last 10 Day17.15M
Fifty Two Week High134.56
One Month-3.81%
Fifty Day Average103.06
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 -4.91%.
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.

Top IShares IBoxx Investment Etf Constituents

Goldman Sachs Group, Inc. 6.75%0.22%
T-Mobile USA, Inc.0.2%
T-Mobile USA, Inc. 3.88%0.21%
BlackRock Cash Funds Treasury SL Agency0.95%
CVS Health Corp 4.3%0.21%
Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.9%0.3%
AT&T Inc 3.5%0.2%
CVS Health Corp0.23%
GE Capital International Funding Company Unlimited Company 4.42%0.34%
CVS Health Corp 5.05%0.26%

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 10.3%. 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 0.3898. 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, the company has an alpha of 0.095, implying that it can generate a 0.095 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 110.82HorizonTargetOdds Above 110.82
89.55%90 days
Based on a normal probability distribution, the odds of IShares IBoxx to move above the current price in 90 days from now is about 10.3 (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

IShares IBoxx Major Institutional Holders

Institutional Holdings refers to the ownership stake in IShares IBoxx that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of IShares IBoxx's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing IShares IBoxx's value.
InstituionSecurity TypeTotal SharesValue
Zurich Insurance Group LtdFund Units2.4 K293 K
View IShares IBoxx Diagnostics

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.

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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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 Shape 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.
Additionally, see Correlation Analysis. You can also try Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.

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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 IShares IBoxx value 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.