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LDRI
-0.13 · -0.53%
$25.30 · NYSE ARCA

iShares Trust (LDRI) ETF Analysis | Short-Term Bond

Invesco · United States
AUM:$0
#– of – in Short-Term Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 5.2% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.22% — competitive for the exposure provided.

What is LDRI?

The underlying index is composed exclusively of underlying iShares iBonds TIPS ETFs that themselves seek investment results corresponding to their own underlying indexes. Under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in component securities and instruments in the fund"s underlying index and/or bonds included in the underlying index of the underlying funds.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
LDRI returned 5.2% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.22% — reasonable for the index exposure provided.
Concentrated Holdings
Top 10 holdings account for 100.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$0
Expense Ratio0.22%
Dividend Yield4.21%
Holdings6
Inception DateSept 2014
DomicileUnited States
DistributionNA
Index–
ProviderInvesco
Beta–
CategoryShort-Term Bond
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-1.6%
1Y
-0.5%
3Y
+5.5%
5Y
+5.5%
OpenBook InsightIf you had invested £10,000 in LDRI 5 years ago, it would have grown to £10,546 — a gain of £546.

Annual Returns

Calendar year performance

LDRI delivered positive returns in 2 of the last 5 calendar years.
YearLDRI
2026 YTD-16.9%
2025+25.7%
2024+3.3%
2023+0.0%
2022+0.0%
CAGR 4yr+6.7%
2/5 positive yearsAvg return: +2.4%Worst year: -16.9% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
2.0%
Low
Momentum
-0.2%
30-day change
Support Level
24.95
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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