LQDH iShares Interest Rate Hedged Corporate Bond ETF Stock Price, Quotes and News
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Learn how key attributes of this fund could factor into your decision-making. IShares Interest Rate Hedged Corporate Bond ETF’s stock is owned by many different retail and institutional investors. Top institutional shareholders include Destination Wealth Management (17.93%), Cliftonlarsonallen Wealth Advisors LLC (12.54%), Wells Fargo & Company MN (6.92%), Bank of America Corp DE (6.86%), Wealthcare Advisory Partners LLC (5.46%) and LPL Financial LLC (5.03%). IShares Interest Rate Hedged Corporate Bond ETF’s management fee is 0.30% and has other expenses of 0.14%. However, LQDH has a fee waiver of -0.20% to reimburse the expenses. IShares Interest Rate Hedged Corporate Bond ETF’s stock was trading at $90.49 at the beginning of the year.
Individual shareholders may realize returns that are different to the NAV performance. For newly launched funds, Sustainability Characteristics are typically available 6 months after launch. The iShares Interest Rate Hedged Corporate Bond ETF seeks to track the investment results of an index designed to mitigate the interest rate risk of a portfolio composed of U.S. dollar-denominated, investment grade corporate bonds.
- Percent of Float Total short positions relative to the number of shares available to trade.
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- The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LQDH’s performance objective and investment process is for both security selection and portfolio construction.
Share Class and Benchmark performance displayed in USD, hedged fund benchmark performance is displayed in USD. If you are unsure about the meaning of any information provided, please consult your financial or other professional adviser. The cookie will expire after six months, or sooner should there be a material change to this important information.
Two ways to hedge interest rate risk – MarketWatch
Two ways to hedge interest rate risk.
Posted: Fri, 05 Nov 2021 07:00:00 GMT [source]
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Fight Interest Rate Hike With This New ETF
The value of investments and the income from them can fall as well as rise and are not guaranteed. Neither party should be liable to the other for any loss or damage which may be suffered by the other party due to any cause beyond the first party’s reasonable control including without limitation any power failure. Strength in iShares Interest Rate https://day-trading.info/ Hedged Corp Bd ETF’s People Pillaris partially offset by an Average Process Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers. Get our overall rating based on a fundamental assessment of the pillars below.
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IShares Interest Rate Hedged Corporate Bond ETF is a fixed income fund issued by iShares. LQDH focuses on investment grade investments and follows the BlackRock Interest Rate Hedged Corporate Bond Index. The fund’s investments total to approximately $338.99 million assets under management. The adjacent table gives investors an individual Realtime Rating for LQDH on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The “A+ Metric Rated ETF” field, available to ETF Database Pro members, shows the ETF in the Corporate Bonds with the highest Metric Realtime Rating for each individual field.
These returns cover a period from January 1, 1988 through February 6, 2023. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations.
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BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund’s market value exposure to the listed Business Involvement areas above. This fund does not seek to follow a sustainable, impact or ESG investment strategy. The metrics do not change the fund’s investment objective or constrain the fund’s investable 17 best day trading stocks 2020 universe, and there is no indication that a sustainable, impact or ESG investment strategy will be adopted by the fund. For more information regarding the fund’s investment strategy, please see the fund’s prospectus. Before investing in any exchange traded product, you should consider its investment objective, risks, charges and expenses.
What the Hedge? How Are These Bond ETFs Holding Up?
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To view all of this data, sign up for a free 14-day trial for ETF Database Pro. To view information on how the ETF Database Realtime Ratings work, click here. The BlackRock Interest Rate Hedged Corporate Bond Index mitigates the interest rate risk of a portfolio composed of U.S. dollar-denominated, investment grade corporate bonds. You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer.
Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund. The investment seeks to track the investment results of the BlackRock Interest Rate Hedged Corporate Bond Index. The fund invests, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in component securities and instruments in the index and/or bonds included in the underlying index of the underlying fund. Click on the “Performance & Risk” link to view quarter-end performance. Average annual total returns are historical and include change in share value and reinvestment of dividends and capital gains, if any. Life of fund figures are reported as of the commencement date to the period indicated.
As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. All data is from MSCI ESG Fund Ratings as of Jan 06, 2023, based on holdings as of Nov 30, 2022. Quarter-End returns include all applicable recurring and non-recurring fees (including short-term trading or redemption fees) and charges, if any. Morningstar has awarded this fund 4 stars based on its risk-adjusted performance compared to the 215 funds within its Morningstar Ultrashort Bond Category. Investment in a fund of funds is subject to the risks and expenses of the underlying funds.