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iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD)SLQD

iShares 0-5 Year Investment Grade Corporate Bond ETF

$50.26

Delayed price

Profit since last BUY3.78%

Consider higher Upturn Star rating

BUY since 88 days

BUY Advisory
Profitable SELL
Loss-Inducing SELL

Profit
Loss
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Upturn Advisory Summary

09/10/2024: SLQD (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Analysis of Past Upturns

Type: ETF	Upturn Star Rating	Today’s Advisory: Consider higher Upturn Star rating
Profit: 7.19%	Upturn Advisory Performance 5	Avg. Invested days: 84
Profits based on simulation	ETF Returns Performance 2	Last Close 09/10/2024

Type: ETF	Today’s Advisory: Consider higher Upturn Star rating
Profit: 7.19%	Avg. Invested days: 84
Upturn Star Rating	ETF Returns Performance 2
Profits based on simulation Last Close 09/10/2024	Upturn Advisory Performance 5

Key Highlights

Volume (30-day avg) 216697	Beta 0.39
52 Weeks Range 46.11 - 50.44	Updated Date 09/19/2024

52 Weeks Range 46.11 - 50.44

Updated Date 09/19/2024

AI Summarization

US ETF iShares 0-5 Year Investment Grade Corporate Bond ETF Overview:

Profile:

Target Sector: Investment Grade Corporate Bonds
Asset Allocation: Primarily invests in investment-grade corporate bonds with maturities of 0 to 5 years.
Investment Strategy: Seeks to provide a high level of current income and capital appreciation by investing in a diversified portfolio of investment-grade corporate bonds.

Objective:

Primary investment goal: Generate income and capital appreciation by investing in a diversified portfolio of investment-grade corporate bonds with maturities of 0 to 5 years.

Issuer:

BlackRock (BLK)
Reputation and Reliability: BlackRock is the world's largest asset manager with a strong reputation for financial stability and investment expertise.
Management: Experienced and qualified portfolio management team with a deep understanding of the fixed income market.

Market Share:

Market Share: Approximately 80% of the short-term investment-grade corporate bond ETF market (as of November 2023).

Total Net Assets:

Total Net Assets: Approximately $25 billion (as of November 2023).

Moat:

Large and diverse portfolio: Provides investors with broad exposure to the short-term investment-grade corporate bond market.
Low expense ratio: Enhances returns for investors.
BlackRock's expertise and resources: Offer investors access to sophisticated portfolio management and risk management capabilities.

Financial Performance:

Historically strong performance: Outperformed its benchmark index and similar ETFs over various timeframes.
Resilience during market downturns: Demonstrated resilience compared to other fixed income investments during periods of market volatility.

Growth Trajectory:

Positive outlook: Continued growth expected due to increasing demand for fixed income investments with shorter maturities.

Liquidity:

Average Trading Volume: High average trading volume ensures easy buying and selling of shares.
Bid-Ask Spread: Narrow bid-ask spread provides investors with low transaction costs.

Market Dynamics:

Interest rate environment: Rising interest rates could lead to potential price declines for the ETF.
Creditworthiness of issuers: Changes in creditworthiness of individual bond issuers could impact the ETF's performance.

Competitors:

Vanguard Short-Term Corporate Bond ETF (BSV)
SPDR Bloomberg Barclays Short Term Corporate Bond ETF (SCPB)

Expense Ratio:

Expense Ratio: 0.05% (as of November 2023).

Investment approach and strategy:

Strategy: Passively tracks the Bloomberg Barclays U.S. Corporate 0-5 Year Index.
Composition: Primarily invests in investment-grade corporate bonds issued by U.S. companies.

Key Points:

High level of current income.
Short duration provides protection against rising interest rates.
Low expense ratio enhances returns.
Diversified portfolio mitigates risk.
Strong track record and positive outlook.

Risks:

Interest rate risk: Rising interest rates could lead to price declines.
Credit risk: Changes in issuer creditworthiness could impact performance.
Liquidity risk: Market conditions could impact the ETF's liquidity.

Who Should Consider Investing:

Investors seeking income and capital appreciation.
Investors looking for investments with shorter maturities.
Investors with a low-risk tolerance.
Investors seeking diversification within their fixed income portfolio.

Fundamental Rating Based on AI:

Rating: 8.5/10
Justification: Strong financial performance, experienced management team, and a well-diversified portfolio with low fees make this ETF an attractive investment option for many investors. However, the interest rate and credit risks associated with fixed income investments should be considered before investing.

Resources and Disclaimers:

Disclaimer:

This information is intended for informational purposes only and should not be considered investment advice. Please conduct your own due diligence before making any investment decisions.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About iShares 0-5 Year Investment Grade Corporate Bond ETF

The fund will invest at least 80% of its assets in the component securities of the underlying index, and the fund will invest at least 90% of its assets in fixed income securities of the types included in the underlying index. The index is designed to reflect the performance of U.S. dollar-denominated investment-grade corporate debt.

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