iShares iBoxx $ Investment Grade Corporate Bond ETF

LQD

Market cap $30.6B

Overview Fund Activity

111.69 USD

-0.37

0.33%

At close Updated Sep 18, 11:20 AM EDT

1 day

-0.33%

5 days

-0.25%

1 month

1.96%

3 months

3.37%

6 months

3.01%

Year to date

4.53%

1 year

-1.38%

5 years

-17.71%

10 years

-3.92%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

39% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 80

4.99% more ownership

Funds ownership: 94.22% [Q1] → 99.21% (+4.99%) [Q2]

1% more funds holding

Funds holding: 1,013 [Q1] → 1,026 (+13) [Q2]

4% more capital invested

Capital invested by funds: $27.9B [Q1] → $28.9B (+$996M) [Q2]

3% less funds holding in top 10

Funds holding in top 10: 78 [Q1] → 76 (-2) [Q2]

14% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 407

66% less call options, than puts

Call options by funds: $1.63B | Put options by funds: $4.83B

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Financial journalist opinion

ETFs Never Had It So Good — The Trillion-Dollar Moment Is Almost Here

As the Federal Reserve approaches next week's policy meeting, Wall Street is doing the usual pas de deux around interest rates. But this time, there is a disruptor to the traditional monetary policy logic: the unstoppable wave of ETF flows.

ETFs Never Had It So Good — The Trillion-Dollar Moment Is Almost Here

LQD: Be Careful Of The Dislocation Trap

We think higher credit spreads are probable to occur and that the iShares iBoxx $ Investment could face residual backlash after higher yield bonds, especially given the vehicle's sector concentration. Unsecured bond exposure heightens risk due to higher loss given default. Moreover, lower rates are anticipated, which could trigger call risk and/or reinvestment risk. An effective duration of 7.99 can lead to upside if interest rates settle lower. That said, dislocations usually occur, where duration turns negative in stressed economic environments.

LQD: Be Careful Of The Dislocation Trap

These bond funds shield you from interest-rate shocks — but here's the catch

Insurance against Fed rate hikes with “rate-hedged” ETFs doesn't come cheap.

These bond funds shield you from interest-rate shocks — but here's the catch

Rush to De-Risk: Nervous Exodus From Structured Credit ETFs

Rising tariff turmoil has sparked a run from credit-sensitive instruments, with escalating trade tensions threatening economic stability. Wednesday's GDP print stoked recessionary fears when it showed the U.S. economy contracted for the first time since early 2022.

Rush to De-Risk: Nervous Exodus From Structured Credit ETFs

2 CEFs That Can Benefit From Fed Keeping Its Target Rate Higher

The volatile market environment due to the trade war can create opportunities for long-term investors, especially in closed-end funds (CEFs). First Trust High Yield Opportunities 2027 Term Fund (FTHY) and Blackstone Strategic Credit 2027 Term Fund (BGB) offer high-yield exposure with potential benefits from floating-rate investments. Both FTHY and BGB have seen distribution cuts due to interest rate changes, but their discounts have widened, presenting potential buying opportunities.

2 CEFs That Can Benefit From Fed Keeping Its Target Rate Higher

What's Going On With Treasury Rates?

We think the Fed has time to assess the impact of tariffs, and we expect it to wait to cut rates until the data show that tariffs are impacting the real economy. So far, there are no signs of recession in the hard data. The tariff pause offers the possibility to avoid worst-case economic scenarios before the damage is crystalized. We believe technical factors will continue to drive market dislocations in spreads and sectors, and that active managers can navigate this more effectively.

What's Going On With Treasury Rates?

LQD: A Bad Time For Investing In Corporate Bonds

The LQD ETF isn't offering enough extra yield compared to safer US government bonds to be worth the risk. Credit spreads remain too tight, in my opinion. This presents a risk for the current holders of corporate bonds in case of an economic slowdown in the US. I maintain my "Sell" rating on the LQD ETF.

LQD: A Bad Time For Investing In Corporate Bonds

The Motley Fool

Want $1 Million in Retirement? 5 Simple Index Funds to Buy and Hold for Decades.

In investing, there's no need to invest in individual stocks to achieve strong returns over time. Don't get me wrong.

Want $1 Million in Retirement? 5 Simple Index Funds to Buy and Hold for Decades.

Fixed Income ETF Demand Continues in March

During the first week of March, fixed income ETFs gathered more money than equity products. While not rare, this is a sign of uncertainty in the markets.

Fixed Income ETF Demand Continues in March

Zacks Investment Research

US Equity Correction Nearing an End? ETFs Likely to Bounce Back

JPMorgan strategists suggest that if US equity ETFs continue attracting inflows, the current market correction may soon be behind us, per Bloomberg, as quoted on Yahoo Finance.

US Equity Correction Nearing an End? ETFs Likely to Bounce Back

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