iShares iBoxx $ Investment Grade Corporate Bond ETF
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
69% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 70
14% more repeat investments, than reductions
Existing positions increased: 406 | Existing positions reduced: 355
14% more funds holding in top 10
Funds holding in top 10: 70 [Q2] → 80 (+10) [Q3]
3% more funds holding
Funds holding: 996 [Q2] → 1,029 (+33) [Q3]
5% more call options, than puts
Call options by funds: $4.29B | Put options by funds: $4.09B
8.54% less ownership
Funds ownership: 90.39% [Q2] → 81.85% (-8.54%) [Q3]
26% less capital invested
Capital invested by funds: $243B [Q2] → $180B (-$62.6B) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for LQD.
Financial journalist opinion
Based on 3 articles about LQD published over the past 30 days
Neutral
Seeking Alpha
1 week ago
Closed-End Funds: Screening For Potential Opportunites To Kick Off Q1 2025
The closed-end fund space saw a significant narrowing of discounts throughout 2024 as equity markets charged higher and now discounts remain tight heading into 2025. In particular, equity CEFs have seen significantly narrowed discounts along with taxable fixed-income, though municipal bond funds look relatively attractive after widening discounts in December. We are screening for funds with the deepest discounts and widest z-scores to find potential buys and funds that may be getting a bit pricey as sell candidates.
Neutral
Seeking Alpha
3 weeks ago
LQD: Avoid Long-Duration Corporate Bonds For Now
Tight credit spreads limit LQD ETF's upside potential in current markets. The Fed is guiding fewer rate cuts for 2025 amid heightened inflation risks. I recommend avoiding buying long-duration corporate bonds for now.
Negative
Seeking Alpha
3 weeks ago
Avoid Duration Bets Like LQD
The iShares iBoxx $ Investment Grade Corporate Bond ETF has underperformed due to its long duration and sensitivity to rate changes amidst inflation. Credit spreads are at historically low levels, offering no margin of safety in terms of further lowering of credit spreads and yield to maturities. Market concerns around Trump's potential inflationary policies, including tariffs, are impacting inflation expectations and causing upward pressure on rates already.
Negative
Seeking Alpha
1 month ago
LQD: Rock-Bottom Options-Adjusted Spread, Unfavorable To Treasuries
Low options-adjusted spread (OAS) of IG bonds limits upside potential and increases downside risk, making them less attractive compared to US Treasury bonds. State taxes on corporate bond interest payments further reduce their after-tax yield, making Treasurys more favorable for investors in high tax brackets. Investors bullish on bonds should prefer US Treasurys, while those bullish on corporate credit spreads should consider a barbell strategy involving common stocks of lenders.
Positive
Market Watch
1 month ago
These ETFs can be your insurance against Fed hikes and rising rates
“Rate-hedged” bond funds can make money when interest rates rise and bond prices fall.
Neutral
Seeking Alpha
3 months ago
Breakeven Federal Reserve Cuts For Short-Term And Variable Rate ETFs
Federal Reserve cuts will lead to lower dividend yields on ultra short-term and variable rate investments. Most of these trade with healthy spreads to comparable fixed-rate bonds. Breakevens vary though, with some variable rate investments likely to offer above-average yields for years to come, others not so much.
Positive
Seeking Alpha
3 months ago
LQD: Getting Ready For 3% Cash Yields, IG Credit Still Appealing
I maintain a buy rating on LQD due to its solid 4.8% yield and favorable technical momentum, despite the Fed's rate cuts. LQD offers exposure to a broad range of U.S. investment-grade corporate bonds, with a YTM of 4.82% as of September 2024. The ETF's technicals are strong, with shares trending higher, a bullish RSI, and a breakout above key resistance levels.
Negative
ETF Trends
4 months ago
DoubleLine on Recession, Current Positioning, and U.S. Debt
Are we going to have a recession? Are we already in a recession?
Positive
Seeking Alpha
5 months ago
JBBB Vs. LQD: Which Is Best For Income Investors And Retirees
Narrowing credit spreads and rising default rates favor investment-grade securities over non-investment grade. JBBB is one of the strongest investment-grade ETFs in the market, with a 7.8% dividend yield and an outstanding performance track record. It is variable rate too, a negative moving forward. LQD is one of the largest investment-grade ETFs in the market, focusing on corporate bonds. Its 4.3% dividend yield is much lower, but it's fixed rate.
Positive
Market Watch
5 months ago
Bond ETFs attract record flows in July as investors position for Fed rate cuts
Hello! Bonds seemed more appealing to ETF investors than ever before in July, based on flow data from State Street. This week's ETF Wrap looks at what's driving investors' appetite for fixed income lately, and where their money flowed within fixed income.
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