iShares U.S. Dollar Corporate Bond Interest Rate Hedged ETF (LQDH)

Overview

The company specializes in offering investment solutions that focus on municipal bonds denominated in U.S. dollars. Their main investment strategy involves allocating at least 80% of their assets, including any borrowed funds for investment purposes, toward municipal bonds. These bonds are issued primarily by U.S. states, local governments, or related agencies, with an emphasis on securities whose interest earnings are exempt from federal income taxes and the federal alternative minimum tax (AMT). This approach provides investors with opportunities to earn tax-exempt income, making the company's offerings appealing to those looking to mitigate their federal tax liabilities through their investment portfolios.

Products and Services

The company’s portfolio focuses on two main offerings characterized by their investment in municipal bonds:

• Municipal Bond Investments

  This service focuses on investing in a diversified portfolio of municipal bonds denominated in U.S. dollars. These bonds are issued by various entities such as U.S. states, local governments, or their agencies. The primary appeal of these investments is their exemption from federal income taxes and the AMT, catering to investors seeking tax-efficient income sources.

• Tax-Exempt Income Opportunities

  Through its focus on municipal bonds exempt from federal income tax, the company offers investment opportunities that aim to provide tax-exempt income. This is particularly attractive to individuals in higher tax brackets or those looking to reduce their taxable income through their investments. By strategically investing in municipal bonds, the company leverages the tax advantages to benefit its investors, offering a pathway to potentially lower their overall tax burden.