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QLTAiShares Aaa - A Rated Corporate Bond ETF

Get income14y track recordRanked #142 of 1,706 in this goal

Tracks the investment results of the Bloomberg U.S. Corporate Aaa - A Capped Index.

By iShares · Launched 2012

Annual Cost

0.15%

#645 of 6,040 · low cost

Fund Size

$1.2B

#1,084 of 6,040 · large

Return (1Y)

-1.3%

Track Record

14 years

#971 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$9,784-2.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

Bloomberg US Corporate Aaa - A Capped Index

Holdings

By weight

Concentration

Top 10 holdings = 10.4% of funddiversified

BlackRock Funds III
8.5%
BROADCOM INC
0.3%
BROADCOM INC
0.3%
BROADCOM INC
0.3%
ANHEUSER-BUSCH CO/INBEV
0.2%
META PLATFORMS INC
0.2%
META PLATFORMS INC
0.2%
AMAZON.COM INC
0.2%
PFIZER INVESTMENT ENTER
0.2%
ANHEUSER-BUSCH CO/INBEV
0.2%

Asset allocation

Bonds
99.1%
Cash
0.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.3%Low

Year-on-year price swings

Max drawdown
-22.3%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.10Below average
Sortino (3Y)
0.14Moderate downside risk

Bond profile

Duration

4.5 years

Avg maturity

9.3 years

Credit ratings

AAA
1.5%
AA
18.5%
A
80.0%
BBB
0.1%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the Bloomberg U.S. Corporate Aaa - A Capped Index.
Strategy
Invests primarily in fixed rate U.S. dollar-denominated bonds issued by U.S. and non-U.S. corporations, seeking to track the Bloomberg U.S. Corporate Aaa - A Capped Index. The Fund is market capitalization-weighted and includes bonds from financial corporate issuers.
Inception date
February 14, 2012
Fund family
iShares

Next steps

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Data updated on 2026-09-18