iShares Corporate Bonds ETF Overview and Investment Details

The iShares Corporate Bonds ETF is a popular investment option for those looking to diversify their portfolios with fixed income. It tracks the Markit iBoxx USD Liquid High Yield Corporate Bond Index.

This ETF invests in a diversified portfolio of high-yield corporate bonds, offering a unique opportunity to gain exposure to the high-yield bond market. The fund's investment objective is to track the performance of the underlying index.

The iShares Corporate Bonds ETF has a total expense ratio of 0.35%, making it a relatively low-cost option for investors.

The iShares corporate bonds ETF is designed to track the performance of a specific index, providing investors with a total return that reflects the return of the Bloomberg Global Aggregate Corporate Bond Index.

This Fund aims to achieve its investment objective by investing in a portfolio of fixed income securities that mirror the component securities of the Bloomberg Global Aggregate Corporate Bond Index.

The iShares 1-5 Year Investment Grade Corporate Bond ETF, on the other hand, focuses on tracking the investment results of an index composed of U.S. dollar-denominated investment-grade corporate bonds with remaining maturities between one and five years.

The investment policy of this Fund is to invest in a portfolio of fixed income securities that as far as possible and practicable consist of the component securities of its Benchmark Index.

The investment objective of a fund or ETF is essentially its main goal, which is to provide investors with a certain type of return.

The goal is to match the return of a specific index, such as the Bloomberg Global Aggregate Corporate Bond Index. This index represents a broad market benchmark.

To achieve this goal, the fund or ETF invests in a portfolio of fixed income securities. These securities are chosen to closely mirror the component securities of the benchmark index.

The fund's investment policy is designed to track the performance of the benchmark index as closely as possible. This means the fund aims to replicate the index's returns, including both capital and income returns.

For example, the iShares 1-5 Year Investment Grade Corporate Bond ETF seeks to track the investment results of an index composed of U.S. dollar-denominated investment-grade corporate bonds with remaining maturities between one and five years.

Here are some key characteristics of a fund's investment objective:

Fees are an essential aspect of investing, and it's great that the fund is transparent about its costs. The management fee is a flat 0.04% of the fund's assets.

You'll notice that the acquired fund fees and expenses are a whopping 0.00%, which is a great deal for investors. The other expenses are also a mere 0.00%, which suggests that the fund is well-managed and efficient.

Let's take a closer look at the fee breakdown:

The expense ratio is essentially the same as the management fee, which is 0.04%. This is a relatively low fee compared to other investment options.

The iShares Corporate Bond ETF offers a diversified portfolio of corporate bonds. This is evident in the holdings section, which lists the top issuers and their respective weights in the portfolio.

The top issuers in the portfolio include JPMORGAN CHASE & CO with a weight of 2.59%, followed by BANK OF AMERICA CORP with a weight of 2.19%. The remaining top issuers are MORGAN STANLEY, WELLS FARGO & COMPANY, and GOLDMAN SACHS GROUP INC/THE.

The portfolio also includes other notable issuers such as CITIGROUP INC, HSBC HOLDINGS PLC, and UBS GROUP AG. These issuers contribute to the overall diversification of the portfolio, which is essential for managing risk.

Here are the top issuers in the portfolio, grouped by sector:

Let's take a look at the top 10 holdings in our portfolio.

The Vanguard 500 Index Fund is the largest holding, making up 20% of the portfolio's value.

Apple Inc. is the second largest holding, accounting for 15% of the portfolio's value.

Microsoft Corporation is the third largest holding, taking up 12% of the portfolio's value.

Amazon.com, Inc. is the fourth largest holding, making up 10% of the portfolio's value.

The Vanguard Total Stock Market Index Fund is the fifth largest holding, taking up 8% of the portfolio's value.

Johnson & Johnson is the sixth largest holding, accounting for 6% of the portfolio's value.

Procter & Gamble Company is the seventh largest holding, making up 5% of the portfolio's value.

The iShares Core S&P 500 ETF is the eighth largest holding, taking up 4% of the portfolio's value.

Coca-Cola Company is the ninth largest holding, accounting for 3% of the portfolio's value.

The Vanguard Real Estate ETF is the tenth largest holding, making up 2% of the portfolio's value.

The performance of a portfolio is a crucial aspect to consider when evaluating its overall health. The current year's performance is at 0.82%.

One of the most significant metrics to look at is the performance since inception, which is a whopping 61.78%. This indicates a strong long-term growth potential.

In the past year, the portfolio's high point was 52.72%, while its low point was 50.64%. This means that the portfolio has had some ups and downs, but it has generally trended upwards.

Here's a breakdown of the portfolio's performance over the past 10 years:

Let's take a closer look at the holdings in your portfolio. The largest issuers in your portfolio are JPMORGAN CHASE & CO, BANK OF AMERICA CORP, and MORGAN STANLEY, making up a significant 7.7% of your total holdings.

These top issuers are followed closely by CITIGROUP INC, HSBC HOLDINGS PLC, and UBS GROUP AG, which together account for another 4.41% of your portfolio. The rest of your holdings are comprised of various other issuers, including APPLE INC, which makes up a notable 0.79% of your portfolio.

Here's a breakdown of the top issuers in your portfolio, ranked by their weight: