Industry Distribution:

• Financial Services: 25%
• Healthcare: 20%
• Technology: 18%

Top 3 Markets:

• USA: 60%
• Europe: 25%
• Asia: 10%

The iShares 0-5 Year Investment Grade Corporate Bond ETF invests in short-term corporate bonds issued by high-quality companies. The largest industry allocations come from the financial services, healthcare, and technology sectors, reflecting the stability and creditworthiness of these sectors.

The geographical distribution shows a strong focus on the U.S. market, followed by Europe and Asia. This distribution reflects the liquidity and stability of the markets in which the ETF invests.

Production of Products: Not applicable

The iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF (NasdaqGM:SLQD) is an exchange-traded fund (ETF) and not a company that produces physical products.

ETFs are financial instruments that track a basket of securities, in this case investment-grade corporate bonds with a maturity of 0 to 5 years. The fund is managed by iShares, a brand of BlackRock. Therefore, there are no production facilities or physical products in the traditional sense.

Current Net Asset Value (NAV): $50.23 (estimated 2026)
Annual Return: 2.5% (estimated 2026)

The iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) follows a conservative investment strategy aimed at generating stable returns with low risk. The ETF's strategy focuses on investing in short-term corporate bonds with investment-grade ratings to minimize interest rate risks while providing an attractive yield.

For future growth, the ETF plans to increase its diversification by including bonds from various industries and sectors. This is intended to further spread the risk and improve income stability. Additionally, the ETF could benefit from rising interest rates, as short-term bonds tend to be less sensitive to interest rate changes than long-term bonds.

The strategy aims to provide investors with a reliable source of income, especially in an environment where interest rates are expected to remain volatile.

Imported Raw Materials/Materials: No specific raw materials

The iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) is a financial product that invests in corporate bonds. ETFs like SLQD invest in securities and not in physical raw materials or materials. Therefore, the ETF itself does not import any raw materials or materials from other countries.

Instead, the SLQD portfolio consists of bonds issued by companies that may operate in various industries that could import raw materials themselves. The exact composition of the bonds and the origin of the companies may vary, based on the bonds included in the ETF.

Competitive Advantage: Moderate

The iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) is an exchange-traded fund that focuses on short-term investment-grade corporate bonds. The competitive advantage of this ETF arises from several factors:

1. Market Position: iShares, a brand of BlackRock, is one of the largest providers of ETFs worldwide. This strong market presence provides a significant advantage in terms of brand recognition and investor trust.

2. Cost Structure: iShares ETFs are known for their relatively low costs, giving them an edge over more expensive actively managed funds. This is particularly important in an environment where bond yields tend to be lower.

3. Product Diversification: The focus on short-term corporate bonds offers investors an opportunity to invest in a specific segment of the bond market that is less sensitive to interest rates and may therefore be more attractive in certain market phases.

Despite these advantages, competition in the ETF market is intense, with many providers offering similar products. Therefore, the competitive advantage of SLQD is considered moderate, as it heavily depends on the overall market position of iShares and the efficiency of their products.

Institutional Investor Share: approximately 85% (estimated for 2026 based on historical data)

Insider Buys/Sells: No significant insider transactions known (typical for ETFs)

The iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) is mainly held by institutional investors, as ETFs are generally a popular instrument for institutional portfolios to achieve diversification and liquidity. The share of institutional investors is traditionally high, often over 80%.

Insider buys or sells are not common with ETFs, as they do not represent individual companies with specific insiders. Instead, they are a fund that tracks a variety of corporate bonds.

Market share of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD): 8% (estimated for 2026)

Top competitors and their market shares:

1. Vanguard Short-Term Corporate Bond ETF (VCSH): 12%
2. SPDR Portfolio Short Term Corporate Bond ETF (SPSB): 10%
3. Schwab Short-Term U.S. Treasury ETF (SCHO): 9%
4. iShares Short Maturity Bond ETF (NEAR): 7%
5. PIMCO Enhanced Short Maturity Active ETF (MINT): 6%

Economic moat of SLQD:

The economic moat of iShares SLQD lies in its strong brand and broad market acceptance. iShares, as part of BlackRock, benefits from an extensive distribution network and high liquidity, which is attractive to investors.

Compared to its competitors, SLQD offers a similar cost structure and performance, intensifying the competition. However, Vanguard and SPDR have the advantage of a broader product range and a strong brand presence, giving them a slight edge.

Overall, the economic moat of SLQD is considered moderate. The competitive advantage is not significant enough to stand out distinctly from competitors, as the differences in fees and performance are relatively small.

Fund Size: $1.2 billion USD (estimated 2026)
Average Return: 3.5% (last 12 months)
Average Duration: 2.5 years

The iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) invests in short-term corporate bonds with an investment-grade rating. These bonds typically offer a stable return with low risk, making them particularly attractive in a volatile market environment.

The average duration of 2.5 years means that the fund is less sensitive to interest rate changes, which can be advantageous in a rising interest rate environment. The average return of 3.5% is competitive in the current interest rate environment and provides a solid source of income.

Overall, SLQD is a good investment for investors looking for a stable income source with low risk, especially in times of economic uncertainty. Diversification across various corporate bonds reduces the risk of default by individual issuers.

Dividend Yield: 2.3% (estimated for 2026)

The iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) regularly pays out dividends. These distributions are based on the interest income from the bonds held in the ETF.

The reliability of dividend payment is high, as the ETF invests in investment-grade corporate bonds that typically offer stable and predictable interest payments. However, the dividend yield may fluctuate depending on interest rate environment and bond market conditions. Historically, SLQD has maintained a consistent dividend payment, indicating solid performance of the underlying bonds.