Key stats
About iShares 0-5 Year Investment Grade Corporate Bond ETF
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Inception date
Oct 15, 2013
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
SLQD targets short-term US investment-grade corporate debt. Only fixed-rate bonds whose cash flow can be determined in advance are eligible, T-bills and money market securities are excluded. The fund tends to hold significant allotments in the 3-5 year maturity range. That adds some interest-rate risk, but also a higher YTM. For the investor willing to take on slightly more risk for slightly more yield, SLQD is a very attractive option. The index applies a 3% issuer cap and is rebalanced monthly. SLQD uses representative sampling technique wherein it holds securities having similar investment profiles to the index but not necessarily invest in the index holdings. The fund is the short-maturity version LQD.
Classification
What's in the fund
Exposure type
Corporate
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.