Ishares Aaa Etf Profile

QLTA Etf  USD 47.48  0.06  0.13%   

Performance

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Odds Of Distress

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IShares Aaa is trading at 47.48 as of the 28th of March 2024, a -0.13% down since the beginning of the trading day. The etf's open price was 47.54. IShares Aaa has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for IShares Aaa are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of April 2022 and ending today, the 28th of March 2024. Click here to learn more.
The fund will invest at least 80 percent of its assets in the component securities of the underlying index, and the fund will invest at least 90 percent of its assets in fixed income securities of the types included in the underlying index that BFA believes will help the fund track the underlying index. More on IShares Aaa

Moving together with IShares Etf

  0.99LQD IShares IBoxx Investment Sell-off TrendPairCorr
  0.9IGIB IShares 5-10 Year Sell-off TrendPairCorr
  0.96USIG IShares Broad USDPairCorr
  0.79SPIB SPDR Barclays Interm Sell-off TrendPairCorr
  0.97SUSC IShares ESG USDPairCorr
  0.97CORP PIMCO Investment GradePairCorr

Moving against IShares Etf

  0.41FNGU MicroSectors FANG IndexPairCorr
  0.41FNGG Direxion Daily SelectPairCorr

IShares Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares Aaa's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares Aaa or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic Ideas
(View all Themes)
Old NameiShares Trust - iShares Aaa - A Rated Corporate Bond ETF
Business ConcentrationInvestment Grade ETFs, Corporate ETFs, Corporate Bond, iShares (View all Sectors)
IssueriShares
Inception Date2012-02-14
BenchmarkBloomberg U.S. Corporate Aaa - A Capped Index
Entity TypeRegulated Investment Company
Asset Under Management1.06 Billion
Average Trading Valume154,328.2
Asset TypeFixed Income
CategoryCorporate
FocusInvestment Grade
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorBlackRock Fund Advisors
CustodianState Street Bank and Trust Company
DistributorBlackRock Investments, LLC
Portfolio ManagerJames Mauro, Karen Uyehara
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Oct
ExchangeNYSE Arca, Inc.
Number of Constituents2,942
Market MakerJane Street
Total Expense0.15
Management Fee0.15
Country NameUSA
Returns Y T D(1.19)
NameiShares Aaa - A Rated Corporate Bond ETF
Currency CodeUSD
Open FigiBBG002NCM0W3
In Threey Volatility9.02
1y Volatility8.94
200 Day M A46.5296
50 Day M A47.339
CodeQLTA
Updated At27th of March 2024
Currency NameUS Dollar
IShares Aaa [QLTA] is traded in USA and was established 2012-02-14. The fund is listed under Corporate Bond category and is part of iShares family. The entity is thematically classified as Investment Grade ETFs. IShares Aaa - at this time have 933.32 M in assets. , while the total return for the last 3 years was -2.4%.
Check IShares Aaa Probability Of Bankruptcy

Geographic Allocation (%)

IShares Aaa Target Price Odds Analysis

What are IShares Aaa's target price odds to finish over the current price? Depending on a normal probability distribution, the odds of IShares Aaa jumping above the current price in 90 days from now is about 20.05%. The IShares Aaa probability density function shows the probability of IShares Aaa etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days IShares Aaa has a beta of 0.3274 indicating as returns on the market go up, IShares Aaa average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding IShares Aaa will be expected to be much smaller as well. Additionally, iShares Aaa has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 47.48HorizonTargetOdds Above 47.48
78.60%90 days
 47.48 
20.05%
Based on a normal probability distribution, the odds of IShares Aaa to move above the current price in 90 days from now is about 20.05 (This IShares Aaa probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .

IShares Aaa - Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares Aaa market risk premium is the additional return an investor will receive from holding IShares Aaa long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Aaa. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although IShares Aaa's alpha and beta are two of the key measurements used to evaluate IShares Aaa's performance over the market, the standard measures of volatility play an important role as well.

IShares Aaa Against Markets

Picking the right benchmark for IShares Aaa etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares Aaa etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares Aaa is critical whether you are bullish or bearish towards IShares Aaa at a given time. Please also check how IShares Aaa's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in IShares Aaa without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy IShares Etf?

Before investing in IShares Aaa, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares Aaa. To buy IShares Aaa etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares Aaa. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase IShares Aaa etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located IShares Aaa etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased IShares Aaa etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as IShares Aaa , carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares Aaa guide.

Already Invested in IShares Aaa ?

The danger of trading IShares Aaa is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares Aaa is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares Aaa. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile IShares Aaa - is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether IShares Aaa - offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares Aaa's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ishares Aaa Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares Aaa Etf:
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in IShares Aaa . Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in estimate.
You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.

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When running IShares Aaa's price analysis, check to measure IShares Aaa's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy IShares Aaa is operating at the current time. Most of IShares Aaa's value examination focuses on studying past and present price action to predict the probability of IShares Aaa's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move IShares Aaa's price. Additionally, you may evaluate how the addition of IShares Aaa to your portfolios can decrease your overall portfolio volatility.
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The market value of IShares Aaa - is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Aaa's value that differs from its market value or its book value, called intrinsic value, which is IShares Aaa's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Aaa's market value can be influenced by many factors that don't directly affect IShares Aaa's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Aaa's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Aaa is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Aaa's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.